Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
How important is it to keep your finances organized? In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss why it is beneficial to stay on top of your finances and investments. Nick and Jim talk about the top items you should know in order to build a strong financial foundation.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. www.peakwm.com
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