X and Y Advisors, Inc.

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What Core Values A Good Financial Planner Provides?

What does a financial planner do in your mind? Investment planning? Tax planning? Insurance planning? Retirement planning? Estate planning? Yes, those are some of the specific services a financial planner can offer. However, what are the real values a financial planner typically provides behind those services? This week I would like to share with you one of the best descriptions of the key value propositions that a good financial planner provides from Mitch Anthony. It articulates what you should expect from a good financial planner.

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