Who scrutinizes your investments and portfolio managers, designs and tests your retirement and education plan, searches for new investment ideas, patrols insurance agents and mortgage brokers, shows you how to reduce your investment costs and income taxes, monitors your 401(k), promptly responds to your email, provides one monthly statement, day-to-day net performance across all of your accounts and does all of your paperwork so you can retire and enjoy that trip to Italy? We do!
Keywords: financial planning, investments, CFP, financial advice, independent financial advisor
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