Season 1 · Episode 1
That Makes Sense: The Bundle
Professional Edge · SEAN G. TODD, Esq., M. Tax, CFP®, CPA
November 3, 202015m 1s
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Show Notes
Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their advice - I'm here to tell you NO they don't. This uncoordinated approach, think horse and buggy: is costing you time and money.
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