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Secret #5: Continued…
Therefore, it’s extremely important that you work with a CERTIFIED FINANCIAL
PLANNER and check out the other site for disciplinary actions.
This is a bit of an exaggeration, but it illustrates how important it is to find the
right advisor.
If you are looking for REAL financial planning, do not just rely on someone who says
they are a financial planner, or if their business card simply reads that.
You need to find the CFP or CERTIFIED FINANCIAL PLANNER credentials behind
their name too.
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