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Financial Advisors specializing in

LGBT Financial Planning

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Why these advisors?
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CFP®
Anchor Certified Planners Group
Ormond Beach, FL

Lowering your fees, Increasing your performance

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Introduction - Elias Chaikin
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What Fees Are You Paying? - Elias Chaikin
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Social Security Strategies - Elias Chaikin

3 videos
117 views

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CFP®, CPA, PFS
The GM Financial Group LLC
Pennington, NJ

Building, Managing & Safeguarding Your Wealth

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Introduction - Guy McPhail
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Investment Mistakes - Guy McPhail
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Proactive Tax Planning - Guy McPhail
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Tough Questions to Ask Financial Advisors - Guy McPhail

4 videos
156 views

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Potomac Wealth Management
Great Falls, Virginia

Harness the Power of Independence

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

4 videos
249 views

CFA®, PhD
Peak Wealth Planning, LLC
Champaign, IL

Your trusted advisor. Dedicated to helping you achieve your goals by providing personalized attention.

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Introduction - Peter Newman
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Sticking with Your Plan - Peter Newman
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Selecting the Right Bonds for You - Peter Newman
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Examples of Client Projects - Peter Newman

4 videos
169 views

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MBA
Fiscal Dynamics, Inc.
Farmington, CT

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Introduction - Brian Sullivan

1 video
163 views

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