Financial Planning Education and Insites

Congratulations on gaining access to this exclusive educational video series on financial planning.  This video series features special insights and information by Financial Advisor, Ron Segon. 

Ron will provide you with valuable information on topics such as...

  • Identification of critical money management activities within an overall financial plan
  • Organization and prioritization of activities
  • Basic financial planning concepts
  • Primary financial advisory team members

While these videos provide special insights and valuable information to starting a financial plan, it is important to recognize that there are many more solutions and concepts not covered.  Everyone's situation and goals are different and unique.  Special expertise is required to design a personal comprehensive financial plan.  It is highly recommended that you contact Ron to evaluate your situation, so he can design a personalized financial plan for you.