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August 8, 2016

The Rise of the Fee-Only Financial Planner

A huge shift is underway, with the client in mind. A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial planners are choosing to be compensated through fees rather than through commissions. This is a real change from the old status quo. In the days before […]

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The Introduction To Prosperous Investing — The First Appointment


Once you schedule your
Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.  The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.  To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

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