fbpx

What will you do when your money works for you? | Call 1-800-584-3652 | Account

How Financial Planning Helps You Make BIG Decisions

Provided by TechGirl Financial

In this episode Kim and I explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement.  Using financial planning software, we share how we create multiple scenarios and simulate a financial roadmap, including the potential bumps in the road.

Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send me an e-mail at victor@techgirlfinancial.com or join the conversation on Twitter, find me at Victor Gaxiola (@victorgaxiola) and Kim Gaxiola at (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and  LinkedIn

Episode Links:

  • Plan your own savings/retirement scenario in our “Financial Soapbox”- CLICK HERE
  • Schedule an Introductory chat with us- CLICK HERE
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial and Cambridge Investment Research, Inc., are not affiliated companies. 

financial planning, investing, investment planning, investment strategy, retirement planning

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Lean In To Retirement

Check out TechGirl Financial's Article Series on how to "Lean In To Retirement".

About the Founder

Kim will put you at ease with your financial planning and help you to create a clear picture of your financial future!

Check the background of this investment professional on FINRA's BrokerCheck

Contact Us

Northern California
111 N. Market Street, Suite 300
San Jose, CA 95113
Toll-Free:  800-584-3652
Contact Us

Stay Informed

Get the latest financial news & more!

Disclosure

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.

Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

© 2018 Tech Girl Financial, All Rights Reserved

Close

Sign Up for Free Updates!

Receive free updates directly to your inbox.

%d bloggers like this: