Videos | Sep 24, 2021

VIDEO: How to Evaluate Compensation Offers to Align with Your Goals

by Brian J. Lockett, CFP®
Vice President, Lead Advisor

There are many layers to understanding whether a new job offer or compensation package will be right for your financial and lifestyle goals. Learn more about key strategies for evaluating a job offer from CWM Certified Financial Planner™ professional Brian Lockett.

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As vice president and lead advisor for Comprehensive Wealth Management, Brian is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters, from the simple to the highly complex.

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From complimentary, no-pressure initial consultations to ongoing client strategy meetings, CWM financial advisors are here to explore your goals and create a road map to help you live richly.

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