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Filling the gaps in a client’s financial plan

Sports fans have heard the adage, “The best offense is a good defense.” I feel the same way about the financial planning process. To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible. Your defense against competitors is going to be your thoroughness and attention to detail.

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Greetings! I am an activist for equality and justice for all. I also am a very prolific fine artist. I am a singer songwriter and entrepreneur. As an entrepreneur I am an affiliate marketer who helps other businesses get more business and run their businesses more efficiently. I am also a strong believer in Fresh Books online accounting, invoicing, tax preparation software

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