10/22/19: Manny Martinez of WestPac Wealth Partners | The Four Steps to Financial Balance | Aging in the Willamette Valley with John Hughes

Oct 22, 2019 · 27m 24s
10/22/19: Manny Martinez of WestPac Wealth Partners | The Four Steps to Financial Balance | Aging in the Willamette Valley with John Hughes
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This week, Manny Martinez, a wealth management advisor from WestPac Wealth Partners, joins us to talk about four steps to financial balance. This is advice that works throughout your life...

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This week, Manny Martinez, a wealth management advisor from WestPac Wealth Partners, joins us to talk about four steps to financial balance. This is advice that works throughout your life and helps to ensure you have funds for retirement. Manny works closely with his clients to create a plan, and then he monitors your progress to make sure the plan is working. He explains how to adjust the plan when life puts unexpected hurdles in your path. His advice can help you protect what you have today while also looking ahead to what’s next. Don't miss this show!
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Author Aging Today Podcast
Organization Aging Today Podcast
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