There are two major F words often used to answer why people save: family or future.
In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning.
- What inspires financial savings
- The importance of having the right people for the right job
- How financial planners have evolved with the clients
- Why family is important in financial planning
- And more
Connect With Paul Saganey:
Connect With Matt Ackermann:
- [email protected]
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
As a practicing advisor for over 30 years, Paul Saganey understands what it’s like to build a strong practice and deepen existing relationships. When he launched integrated in 1996, it was his goal to build, alongside fellow advisors, an organization that offers vision, support and direction for the future growth of their practices. By collaborating with industry professionals and his peers, Paul researches the economic and regulatory landscape to move towards that goal.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.