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Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-onlyonly planning to help young professionals and pre-retirees retire early.
Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. The post Should the CFP Board police financial advisor “bad apples”? Any similarities to persons deceased or alive are entirely coincidental.
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