ETFs & Funds
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Through my firm, Financial Life Planning, (www.flplanning.net) I guide a variety of professionals, families and business owners through the various stages of wealth accumulation, protection and distribution in the most tax-efficient and cost effective manner providing not just greater confidence, but significant improvement to their own financial situation.
Registered Investment Advisor (RIA).
Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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Scott, as a CFA, can you pl...
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