financial advisors

3 reasons to fire your financial planner

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A financial planner can be a valuable person to have, but they also might be wasting your time and money. If so, you may want to fire them. … Read More

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When a financial advisor won’t talk to you, I will.

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Financial advisors typically won’t work with those who may not have a lot of assets. In contrast, a financial coach can work with anymore. If a client needs a financial advisor, I will do my best to refer them on. … Read More … Read More

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