S2E7 - Financial Planning with Radical Integrity, with 310 Wealth Planning

Only 14% of individuals working with a financial advisor or advisory firm are receiving comprehensive financial advice. This week, we're hearing from Caedmon Meisenheimer, AAMS® - co-founder of 310 Wealth Planning. 310 Wealth Planning helps small business owners and entrepreneurs reach their personal financial goals and save for retirement. It breaks Caedmon's heart that there are financial advisors misappropriating their client's money, making decisions that benefit their own pocket rather than their client's financial legacy.In this episode:
- How a simple question sparked Caedmon to create 310 Wealth Planning
- The problems that financial advisors can solve for their clients
- The challenges facing financial advisors
- What values 310 Wealth Planning operates from that enable them to provide comprehensive advice Get your free financial assessment and learn more about 310 Wealth Planning on their website at 310wealth.com._____Good Morning Grand Rapids is produced by In Phase Media, a GR-based podcast production agency. Want to start a podcast for your business or organization? Check out our website to learn more about how we can help.____ Manta: one third of small business owners have no retirement plans
JD Power: Only 14% of investors receive comprehensive adviceSecurities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. 310 Wealth Planning is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. Any thoughts shared in this podcast are not investment advice. Always consult with your financial advisor or tax planner as it relates to your individual situation.