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The Most Important Questions For Your First Meeting With A Financial Advisor

By Stacey Francis as seen at Forbes.com
Wed, Dec 01, 2021 at 10:50AM

The Most Important Questions For Your First Meeting With A Financial Advisor

....This is true for any financial situation, including those outside of losing a partner or spouse.  Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner tm, so you'll know you're in the hands of a professional who always puts your needs and wants first.....

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