The Clarks wanted a plan that addressed helping to pay for college and securing their retirement. The financial plan I wrote, helped them to clearly see how tuition payments play into their overall retirement savings strategy.
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Planning RelationshipBuilding a relationship over time and addressing overall personal and retirement financial circumstances yields more impactful financial results than piecemeal transactions.
Comfort with technology as financial planning services are provided virtually. Email support, quarterly virtual check-in meetings, monthly content on financial topics. Fee-only, fiduciary advisor who does not sell insurance nor make commissions. See additional criteria below. |