Brittany and Jay Hagy discuss the unique aspects of their financial advisory services. They emphasize their fiduciary responsibility, holistic approach to financial planning, and the importance of individualized and value-based investing--highlighting the significance of purpose-based financial planning and the indicators of financial health that clients should be aware of.

 

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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