Sara Grillo

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)


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As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Get ready for an exciting show, folks, whoo hoooo!!!!!! We … Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!) Read More »
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Sara GrilloBy Sara Grillo

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