- September 20, 2022
- Podcast
- By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®
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Integrated financial planning has moved far beyond just money management. For decades, wealth managers have had a single focus on improving the rate of return on your investment portfolio. While a well-defined investment management process is critical, the IMPACT of developing, executing AND MAINTAINING a strategic financial plan can help you get closer to your financial goals.
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