ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

Let’s get started on what should be thinking about when putting pen to paper and getting a financial plan in place.

  • Develop A Written Financial Plan
  • Reflect on Your Personal Goals
  • Develop a Time Horizon
  • Create a Game Plan
  • Invest to Achieve Your Goals
  • Monitor Plan & Rebalance
  • Plan for the Unexpected

Watch the full episode, The Power of Financial Planning

Big Al's Quick Retirement Calculator

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