What is the difference between financial advice and a financial plan? When you work with an investment professional are they delivering advice or a plan? Where does a wealth manager fit in? Can my financial planner give me investment advice? Let's discuss.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
