Americans are struggling to make sense of their finances and retirement portfolios. In many cases that struggle, according to published reports, is leading them straight into a financial planner’s office. If you’re like most Americans, you are most likely turning, or will turn, to these professionals to help you with your retirement plan or to manage your money. “Investment advice is just a component of what we do,” said FPA member Neal Solomon, CFP®, of WealthPro.
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