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Process & Fees
Frequently Asked Questions
Fiduciary Advisor
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Name
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If you have children, do you have a 529 plan for them?
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Yes, I have children and a 529 plan for them
Yes, I have children but do not have a 529 plan for them
I do not have children
plan you for
Have you planned for your retirement?
Yes, I have a 401K or 403B with my employer
Yes, I have a traditional IRA or Roth IRA
Yes, I have rental properties, so I don't want to worry too much
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