Financial Planning & Investments | Matt Wilcox
Today we’re going to discuss a topic that many people want to know more about and even pursue but don’t know where to start. The prospect feels exciting yet daunting – and what about the risk? The topic is Financial Planning and Investments.
My guest today is Matt Wilcox, an Investment Advisor Representative from Central Financial Group.
An Iowa native and graduate of Iowa State University, Matt’s enjoyed a career in the mortgage industry and financial services since 2005, long enough to understand that the most important component of financial planning is the people doing it.
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Produced by: Northgate Marketing, Inc.
Host: David Allen Tracy
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