Get Started

Get Started on Your Financial Life Plan Today

We use cookies to ensure our visitors have the best browsing experience on our website.

family and money

How To Pick A Fiduciary Advisor

On this week's podcast, Jeff discusses 529 plans for multiple children.  Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio.


If you have financial questions, email us:  Remember to subscribe to the podcast. Thanks for listening.

matthew phillips

Matthew Phillips

Wealth Advisor

jeff motske

Jeff Motske, CFP®

President & CEO

Related Podcasts

Call Us To Get Started. (844) 356-4934