Templates - Wealth Management in Investing, Retirement | Better Money Decisions

About the Author

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SENIOR WEALTH ADVISOR


CFP®

For over 13 years I have helped my clients not just as a financial planner and investment manager, but as a financial coach and cheerleader. Since money is such an emotional topic, I think of what I do every day as financial counseling more than just focusing on dollars and cents.

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5 Serious Mistakes You Can Avoid In Retirement

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