Talk of The Villages Florida - View Single Post - Financial retirement
Thread: Financial retirement
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Old 09-28-2021, 07:58 AM
bp243 bp243 is offline
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Originally Posted by Henryfrakl View Post
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
A CFP (certified financial planner) has the training to build a plan for you that is comprehensive, balanced, and in your best interest rather than favoring any one company.