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Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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