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Choosing a financial advisor could be one of the most important decisions of your retirement life. With so many wealth managers to choose from, it’s crucial that you understand your options and define your needs like you would with your family doctor, lawyer and other professional services. Likewise, your financial situation, retirement income needs, estate planning goals, and your expectations of your retirement portfolio. As this partnership develops, you should expect a high level of client service to help ensure your goals are being met.
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