The Schneider Downs Wealth Management Advisors (SDWMA) team is introducing a new series of videos exploring some of the most important financial planning topics.
The series kicks off with a video on the importance of a financial plan because we truly believe that a properly constructed financial plan should serve as the roadmap to all of your goal-planning and investment-related decisions.
Additional videos are listed below for quick reference and focus on essential financial planning elements including the importance of an estate plan, a disciplined investment approach, and cash flow planning in retirement.
The full series is available on the SDWMA YouTube channel at www.youtube.com/playlist?list=PLt8ZEUmrR5GFAsWQ3eiw3UBZ7zHPkVe8p.
As always, please do not hesitate to reach out to your trusted SD Wealth Management Advisor with questions. If you are searching for a trusted advisor, we invite you to begin a conversation by contacting us at [email protected].
About Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.