An advisor’s role includes dealing with your clients’ behaviors, and helping them understand how their behavior will be a determining factor in itemizing what needs to
By Cicily Maton, Retired Sr. Financial Planner & Marty Martin Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr.
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