Financial Advisor's Workshop with Brian Kasal #51 Making A Difference In Clients' Lives w/ Ray Godleski, Financial Advisor, Hornor, Townsend & Kent, LLC
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Ray Godleski (https://www.strategicplanninggroup.com/) is a financial advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC - a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting.
In this episode, Brian and Ray discuss:
1. The Fiduciary Mindset in Financial Planning
2. New Money And Conservative Investing
3. Planning For Your Financial Future: A Mix of Investment And Annuity Chassis
4. Helping Clients Cut Through The Financial Clutter
LinkedIn: https://www.linkedin.com/in/raygodleski/ Website: https://www.strategicplanninggroup.com/ Twitter: https://twitter.com/SuwaneeRay
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