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Savings and Investments

Financial Planners and Investment Advisors

Should we ask potential financial planners what services they offer?

Yes, it’s important to know the range of services that they offer, as well as whether or not they earn commission on what they recommend, or do they only work based upon a one-time fee. A financial planner should not be able to offer advice without the proper licenses and registrations from the state or federal authorities.



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