Welcome to RIA Collective. Taking the Fear and Mystery out of Going Independent.

Tax Saving Episodes

This is Exactly Where I am Supposed to Be with Brian George
July 19, 2022

This is Exactly Where I am Supposed to Be with Brian George

Brian George formed Planning Network Partners, LLC in 2022 because he believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors. In 2021, he created Charitable Planning Network, LLC to help Financial Advisors bring greater value to their clients while delivering more gifts to their clients’ favorite charities. Charitable giving motivated his work, but he also believed that clients could benefit thro...
Guest: Brian George