Tag: Wealth Protection

Start planning NOW for retirement!

Start planning NOW for retirement!

In a recent survey 48% of our respondents told us they have an investment property! That’s music to a finance specialist’s ears – it’s satisfying to hear those people have a financial strategy that could lead to a more comfortable...

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WHAT IS A CERTIFIED FINANCIAL PLANNER® ?

A CERTIFIED FINANCIAL PLANNER® professional is a planner who has achieved the highest possible qualification in financial planning.  The law currently lets a wide range of individuals call themselves a ‘financial planner’ and provide financial...

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