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The Retirement Answer was written in order to help people avoid many of the common mistakes that I have seen over the years. Click here to download the book
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We will review your overall financial situation and look at the where you are now, where you want to go and the gaps, if any. The purpose of this meeting is to see if we are the ones to help you achieve your most pressing financial goals.
Fee-only advisors work solely for their clients and are compensated only by a previously agreed upon fee. Therefore, they can be completely objective in their evaluation and can recommend a course of action based only on strategic financial considerations.