Independent Advisor and Certified Financial Planner (TM) Professional with the ability to shop for his clients from among a broad array of companies. This puts him in a better position to find the best financial products or services to meet his clients' needs. It also allows him to offer the latest innovations in the industry.
As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market for the best options.
I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right...
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