What are the first five financial steps you need to take in order to build a successful Naturopathic Practice? If you do not know, you need to listen to this episode. If you have any questions for us or would like to reach out to Ryan or Alex, please visit our website www.holistic-finance.com where you can schedule an appointment or learn more about Quantified Financial Partners. 

Holistic Finance

Episode 103 - First 5 Financial Steps

Thank you for tuning into Holistic Finance. Where we promote financial balance and financial health.  Our mission is to simplify your finances so you can focus on your practice and enjoy life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington.   These podcasts are for informational purposes only and are not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual sources can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian or Quantified Financial Partners and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professionals regarding your individual situation. Ryan and Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3583 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian)< New York, NY. PAS is an indirect, wholly owned subsidiary of Guardain. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian #2019-84324 Exp 08/21  

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Holistic Finance