Do you have a financial plan? Now is a great time to start one, group says
The advertiser paid a fee to promote this sponsored article and may have influenced or authored the content. Host Tati Amare chatted with Dewey Steffen, CEO and Chief Investment Officer of Great Lakes Wealth, about how to make a financial plan. Steffen suggested preparing a financial plan now for 2021. Great Lakes Wealth also started a program called “Our Fee to Your Charity.” This helps the new client and existing clients give back. If you become a new client before Dec. 31, the company will donate half of their fee to your chosen charity.