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Description

We’re joined by Wealth Strategist and Founder of Your Dedicated Fiduciary, Vance Barse. In this episode, we cover our recent partnership to bring financial planning services to all of our staff, and explore some of the current holes in financial planning, including:

·     Financial advisor requirements (or lack thereof)

·     The importance of tax and estate planning documents

·     Different service models

·     More

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Disclosure: http://bit.ly/2l3OvaL


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