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#51 Making A Difference In Clients' Lives

Ray Godleski (@SuwaneeRay) is a Financial Advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC – a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting.

In this episode, Brian and Ray discuss:

  1. The Fiduciary Mindset in Financial Planning
  2. New Money And Conservative Investing
  3. Planning For Your Financial Future: A Mix of Investment And Annuity Chassis
  4. Helping Clients Cut Through The Financial Clutter


Talk With Brian Directly On How FourStar Can Help Grow Your Practice!

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