In speaking with other financial planners, there seems to be some agreement that clients- or more likely prospective clients- often feel that the advisor’s
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Are You Afraid of Being “Madoff’d”?
This is an edited version of an article originally appearing in the August 2009 issue of Southern Neighbor newspaper
I often define Life Planning as “financial planning enhanced”. The enhancement can encompass many areas, from better goals clarification to values articulation
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