Topic: Life Strategy

Building a Relationship with Your Advisor

Aside from your spouse and maybe your doctor, your relationship with your financial advisor will likely be one of the most important and intimate of your life. Or, at least, that’s what it should be. As a CPA and a financial advisor for nearly four decades, I’ve helped dozens of clients cra...

Douglas L. Nelson, CPA, PFS

Oct 25, 2021


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