Something More With Chris Boyd Show Podcasts

7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR’s Lead Financial Planner Scott Birmingham and Investment Advisor Representative Jeff Perry. The trio goes into detail regarding how a financial plan should identify your goals and objectives while balancing both priorities of performance and personal risk management. Chris explains a two-meeting process where the client’s interests are paramount. Chris, Scott, and Jeff explain that once one goes through the initial discovery process, AMR analyzes the information and makes specific recommendations of how AMR can help people address their fears and reach their goals.   Chris Boyd Money Makeover Free Portfolio Review Challenge Financial Fun with Chris, Scott, and Jeff DIY Investor Tips from AMR Widow's Guide to Financial Planning Spice Up Your Investment Strategy Personal Finance Transfor