Financial Planning Basics with Kevin Couper

Adam Torres and Kevin Couper discuss financial planning concepts.

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Show Notes:

  • Financial planning
  • Wealth management
  • Insurance planning
  • Estate planning

Are you on track to reach your financial goals? How do you know? In this episode, Adam Torres and Kevin Couper, CFP®,  Senior Vice President at Wealthspire Advisors, discuss financial planning basics and what every investor should know.

About Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

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