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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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When you consider working with a financial advisor, be sure to understand what role their play in your financial picture. Are they tied to risk products? Are they focused solely on investments? Are they more of an accountant?
With my practice at Northwestern Mutual, I take a comprehensive, wholistic approach that includes all facets of YOUR financial plan, not my agenda.
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Q:
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What is the most common type of project or service your company provides?
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A:
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My firm provides a thorough, complete financial planning overview with complimentary plans for our clients. Many of our clients already have an advisor of some kind -- we come in when a client wants a one-stop experience with proven, industry-leading performance.
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