Aspire 2 Retire

What Should the First Meeting With a Financial Professional Look Like?


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Understandably that the first meeting with a financial professional can be stressful, given how taboo it is to discuss money with people you barely know.  Ralph, Tim and Scott address these concerns, and discuss the things you should be prepared for (as well as watch out for) on this episode of Aspire 2 Retire.

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Aspire 2 RetireBy Welcome Home Financial Partners