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Advice that Matters: Personal Financial Planning

Why Does Professional Advice Matter?

Studies have shown that people who work with advisors not only have a better understanding of the importance of wealth protection, but they’re also more likely to feel better prepared to pursue their financial future. Indeed, research has found that people who work with advisors are nearly twice as likely to feel in control as they strive to protect the work of a lifetime.*

The following brochure describes the value of professional advice and steps you can take to enjoy a more confident future: Value of Advice.

After you have had a chance to review this information, feel free to contact us to discuss how we can provide advice to help you strive to create, preserve, protect and transfer your wealth.

 

*The 2014 M.O.O.D. (Measuring Optimism, Outlook and Direction) of America study, developed by Lincoln Financial Group and Whitman Insight Strategies.

 

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