Planning for Prosperity featured in Planning Industry Website

By Daniel Budreika | Published: December 10, 2014

Professional-Planner-LogoPlanning for Prosperity was recently featured in financial planning industry website, Professional Planner.  The article discusses the reasons for adopting our business model, internal processes and how this benefits our clients.  It contains a bit of industry jargon but the context can be understood.

Read the article here

 

This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation and needs.

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