In creating your Financial Plan, what is the step in building wealth that goes even before putting together that “perfect” investment portfolio? On your road to building wealth, one critical element is to create a plan to protect you from those things that can potentially make you…really poor. Check out this week’s vlog, “The Financial Pyramid-Risk Management,” to learn more.
Jeffrey A. Drayton, CFP®, CDFA®, EA is the owner and founder of Jeffrey A. Drayton Financial Group, Inc., a fee-ONLY Minnesota state registered investment advisory firm. Mr. Drayton is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and is CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED DIVORCE FINANCIAL ANALYST™ practitioner, and Enrolled Agent admitted to practice before the Internal Revenue Service.
