Broker Check

Video: What are 4 Retirement Planning Items People Fall Short On?

March 01, 2023

With the volatility in markets today, comprehensive financial planning is even more crucial to make sure clients work with a trusted financial planner to determine risk and reward. In this episode, Financial Advisors Rose Price, CFP(r) AIF(r) and Chris Mellone, CFA CFP(r) AIF(r) discuss the 4 most common items people fall short on when it comes to retirement planning. Want to learn more? Reach out to schedule a meeting at or call at 703-356-4360.