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Do I need Investment Management or Comprehensive Financial Planning? 0% Tax Bracket

We recently had a new client come in for an interview. They were interviewing our firm, as they were looking for help when it came to their portfolio. As our conversation progressed in that meeting, I noticed that investment management is not what they really needed. What they actually needed was comprehensive wealth management. He needed to work with a CERTIFIED FINANCIAL PLANNER and a CPA. If you’re wondering what that entails, let me explain a little more.

Do I need Investment Management or Comprehensive Financial Planning? 0% Tax Bracket


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DISCLAIMER:
Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.