Your Financial Plan Doesn't Need to be Perfect

February 5, 2020 by Rachel Minyard

Authored By: Amanda Unterreiner

Jeff East, a Certified Financial Planner through Raymond James, talked with CEO and Chairman, Michael J. Swanson, about financial planning. He explains that most financial plans aren't perfect. Watch the video below to learn how to make progress towards realistic goals.

Raymond James is not affiliated with Advocate Capital, Inc. You should discuss any tax or legal

matters with the appropriate professional. Securities offered through Raymond James Financial

Services, Inc. Member FINRA/SIPC and are:

Not deposits or obligations of the bank
Not insured by bank insurance, the FDIC or any other government agency
Not guaranteed by Pinnacle Bank
Subject to risk, may lose value.

Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered

broker/dealers and are independent of Raymond James Financial Services. Investment advisory services

offered through Raymond James Financial Services Advisors, Inc.

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About Rachel Minyard

Rachel Minyard, Vice President of Marketing, joined Advocate Capital, Inc. in 2016. Ms. Minyard has a background in reporting, directing and producing media. Her goal is to help communicate Advocate Capital’s purpose to help plaintiff attorneys get even better results for their clients.

* In most jurisdictions, a law firm can recover finance charges related to funding case expenses from case awards, but the compliance requirements can be too expensive to implement. Only Advocate Capital, Inc. has the proprietary AdvoTrac^® expense tracking system and service team that allows firms to easily comply with allocation and reporting requirements. So, for example, if a firm recovers at least 90% of its advanced case expenses, like most of our clients, the annual net cost of funds is very small-typically less than 1%. Contact us to discuss how our program can work for your firm. All loans are subject to credit approval, and terms and conditions may vary.

Financial Services provided through Pinnacle Bank, a Tennessee Bank, which is a Member FDIC and Equal Housing Lender. Loans may be subject to credit approval.

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