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Financial Planning

In my financial world I am a widow who has had to make my way through the trials and tribulations of losing my partner. I have learned many lessons and one I would like to share is my experience with my investment broker. Our relationship was excellent but it took many years to realize that the bottom line was money. The fee I paid was approximately 1.6% of my portfolio. I paid that fee regardless of my return. I saw a financial planner who asked what I was gaining from this relationship. I came to the realization that with some guidance from a certified planner and some solid ETFs and stocks I could succeed on my own.It hasn’t been a year but even with the fees I paid for trading I am still under what I paid in fees. You just to have confidence in yourself!

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