Preview Mode Links will not work in preview mode

The Retirement Huddle

Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah.

Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News.

In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country.

To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com.

  1. All Episodes
  2. How The Howard Financial Group Process Works

How The Howard Financial Group Process Works

Jan 4, 2024

Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

 

Here’s some of what we discuss in this episode:

  • What does the discovery phone call process look like?
  • Some of the common concerns and life circumstances we frequently receive calls about
  • Why listening and communication are such vital parts of this process
  • The importance of involving family members in the financial planning journey

 

Want to get in touch with Mark? 

https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526