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Financial Advisors specializing in

Estate Planning

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Why these advisors?
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AIF®, CFP®
McClellan Wealth Management
Birmingham, Alabama

Client advocates promoting the highest standards of ethics, education and professionalism.

Introduction - Josh Slocum
Introduction - Josh Slocum
Why McClellan Wealth Management is Different - Josh Slocum
Why McClellan Wealth Management is Different - Josh Slocum

2 videos
276 views

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Potomac Wealth Management
Great Falls, Virginia

Harness the Power of Independence

Being a Fiduciary - Kurt Laubinger
Being a Fiduciary - Kurt Laubinger
My Life - Kurt Laubinger
My Life - Kurt Laubinger
My Clients - Kurt Laubinger
My Clients - Kurt Laubinger
Failures of Active Management - Kurt Laubinger
Failures of Active Management - Kurt Laubinger

4 videos
299 views

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Estate & Financial Services
Mankato, MN

Providing empowerment through financial clarity and education.

Introduction - Matt Brozik
Introduction - Matt Brozik
The Problem You Don't Know You Have - Matt Brozik
The Problem You Don't Know You Have - Matt Brozik
Why Your Advisor Isn't Worth It - Matt Brozik
Why Your Advisor Isn't Worth It - Matt Brozik

3 videos
84 views

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CFP®, MSc
Meenes Wealth Partners
Shrewsbury, MA

Introduction - Jeffrey Meenes
Introduction - Jeffrey Meenes
How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
Why Our Approach Works - Jeffrey Meenes
Why Our Approach Works - Jeffrey Meenes

3 videos
124 views

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Resource Planning Group
Fishers, IN

We manage your risk, not your return. Because if we manage risk appropriately, the return will take care of it self.

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