This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to prepare you for a full financial plan. Your plan is not just about investing money; it involves Wills, Beneficiaries Taxes, Insurance, College Planning, etc. We look at the full picture because we feel it is the only way to plan for your goals is to look at everything all at once.

 

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