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Financial Planning Resources

Photo credit: Tourism Vernon/Thomas Bullock




Below are selected links that will help answer the questions we hear the most.


Frequently Asked Questions


 

Are you affiliated with a big bank?

  

We are completely independent of big banks.  We have no conflicting incentives.  No quotas.  No incentive to push in-house products.  We don’t even have any in-house products to recommend.

 

Do you pick individual stocks/funds?

  


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