What is multi-generational planning? “It’s the process of aligning financial goals and objectives across multiple generations within a specific family to ensure that wealth is passed down and used properly to continue generational financial wellbeing,” said Financial Advisor Matt Petrozelli, guest of the show. RELATED PODCAST: Multi-Generation Financial Planning
Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org Please review Important Disclosure Information set forth in the last section of this web site.