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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. According to the Financial Planning Standards Board (FPSB), only 17% of consumers feel knowledgeable about financial matters. SPONSORED. .