Transcript: Joanne Bradford
The Big Picture
MAY 7, 2024
And I think eventually they’ll be a B2C company. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.
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