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Do You Need a Financial Advisor?


Everyone needs a financial plan, but not everyone needs a financial planner. There are three prerequisites to help you decide if you can do financial planning on your own. Watch Ric Edelman reveal these three prerequisites and decide if you need a financial planner.

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  • What is the approximate value of all your investments and savings, not including your home or other real estate? Investments and savings include your retirement accounts, stocks and bonds, funds and savings accounts. We can help you move your financial life forward no matter where you are in your journey.

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