This Stuff is Hard
• Retirement Planning
• Social Security Options
• Medicare Enrollment
• Education Planning
• Estate Planning
• Budgeting and Debt Payment Strategy
• Insurance Review
• Portfolio Review (including 401Ks, IRA’s and vestments)
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Do you know how to pick a financial planner that has your best interests in mind?
Financial Adviser or Financial Planner: What's the Difference?
P.J Walsh CFP® RICP®
Wash Financial Planning
Wealth comes from a number of different resources. You can create your future wealth strategy right now
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(773) 340-6577 email@example.com
We are a "Fee Only" financial planning firm specializing in individual and family financial consulting to help our clients with all matters relative to their financial goals. As a CFP® and RICP®, I have the knowledge and experience to assist you in assessing your current financial positton and guide you in meeting all your financial goals.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest