Dr. Danae McDaniel will bring light and clarity to the convoluted industry of financial advising. Learn about different advisory designations, fee structures and styles, including human vs. robo adviosry services.
What is Financial Planning and how can a Certified Financial Planner (CFP) help? n this episode of Build Your Wealth, Dr. Danae McDaniel shares her process in creating a financial plan for her clients and what to look for when searching for a CFP.
Welcome to the first Build Your Wealth podcast with Dr. Danae McDaniel and sponsored by Lighthouse Financial Services, Inc. Today is all about formal greetings and introductions. Get to know our firm and the services we offer!