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The Truth About Money With Beacon Wealth Management
Written by Your 5News Team
Last updated on February 21, 2013 @ 7:56PM
Created on February 21, 2013 @ 5:30PM
During my first meeting with a financial planner he told me that he would put together a financial plan and we would discuss it in our second meeting. At the second meeting, all we talked about were the investments he wanted me to roll over to a new account. Is this really a financial plan?
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