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Reasons Why Some forego Working with a Financial Professional.

Reasons Why Some forego Working with a Financial Professional.

Season 1 Episode 14 Published 2 years, 2 months ago
Description

On this week’s show we answer the question “ Why do people not meet with a financial planner?’” There are a number of reasons we will go over today. Planning scenarios are a good way to see how the advisor would handle situations that come up for retirees.

If you have any questions concerning your retirement call Trent Miles 800-893-1719 or click here to visit the website 

Retirement. Planning, Saving, 401K, Roth, Taxes, Healthcare

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