9 February #1 Mistake February 9, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Become Your Own BankerNo Comments #1 mistake people make in financial planning is not being their own banker.Read More
31 January 1-Minute Business Plan Review January 31, 2022February 17, 2022Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments Many businesses are very busy and tend to put off reviewing their business financial security planning. Odds are you’re one of them. As a quick check to ensure you…Read More
