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About
- Approach
- Experience
  - How to Select a Financial Planner?
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- MoneyGuidePro
- Folio Investments

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For purposes of this discussion, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

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