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NAPFA Fee-Only Financial Advisors

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Why these advisors?
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CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Madison, WI

Jacobson & Schmitt Advisors is laser focused on better outcomes for our clients.

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Introduction - Jason Schmitt
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Investment Management - Jason Schmitt
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Wealth Management - Jason Schmitt

3 videos
22 views

CFP®, ChFC®, CLU®
rebel Financial
Columbus, OH

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Lets Look Forward - W. Phil Ratcliff
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rebel Financial - W. Phil Ratcliff
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What Makes Us Different - W. Phil Ratcliff
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Why Have An Advisor - W. Phil Ratcliff
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Creative Planning - W. Phil Ratcliff
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How To Choose An Advisor - W. Phil Ratcliff

6 videos
191 views

CFP®, FPA, MBA
HFH Planning
New York, NY

We Make the Pieces Fit

Stay tuned for videos from this advisor!

Score:
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CFP®, FPA, MBA
Trinity Financial Advisors, LLC
Chicago, IL

Stay tuned for videos from this advisor!

Score:
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CFP®, CMFC®
Schwallier Wealth Management LLC
Ada, MI

Fee-Only, Fiduciary, Real Guidance Toward Financial Peace

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Introduction to SWM - Adam Schwallier
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What is a Fee-Only Advisor? – Adam Schwallier
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SWM Process - Adam Schwallier

3 videos
22 views

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