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Financial Advisors specializing in

LGBT Financial Planning

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Why these advisors?
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Beacon Financial Group
Las Vegas, NV

Beacon Financial provides wealth management services to meet your specific needs, including retirement, insurance, financial, tax and Social Security planning.

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Introduction - David Greene

1 video
18 views

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Blue Haven Capital
Geneva, IL

Low cost, highly experienced investment management for clients nationwide

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Introduction - Don Cummings
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What is a Bond - Don Cummings
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Future Performance - Don Cummings

3 videos
60 views

CFP®, CLU®, FPA
PSG Clarity
Fulton, MD

Respectful & Thorough Financial Planning

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My Philosophy - Brian Kuhn
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Federal Benefits - Brian Kuhn
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Working with Young Families - Brian Kuhn
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Human Nature of Retirement - Brian Kuhn
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Long Term Care - Brian Kuhn
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Bio - Brian Kuhn

6 videos
383 views

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CFA®, CFP®
J.K. Financial, Inc
Dallas, TX

A Total Wealth Practice

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I'm not a Broker - John Kvale
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3 questions Clients Ask - John Kvale
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Your Life on 1 Page - John Kvale
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No Hidden Fees - John Kvale

4 videos
454 views

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CFP®, MBA
Valeo Financial Advisors, LLC
Indianapolis, IN

Bringing it all together. Peace of mind from thoughtful planning and execution

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Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel
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Knowing Your Destination - P. Chris Mickel
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Charting a Course - P. Chris Mickel
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Follow the Money - P. Chris Mickel
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Key Components to Your Success - P. Chris Mickel
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Geographic Proximity is Irrelevant - P. Chris Mickel
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Costs, Taxes, and Turnover - P. Chris Mickel
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Assembling an Effective Team - P. Chris Mickel
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Hybrid Portfolio Construction - P. Chris Mickel

9 videos
325 views

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