3 months ago
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1 min readDavid N. Waldrop, CFP®
As a CERTIFIED FINANCIAL PLANNER® for over two decades, I know that retirement planning and taxes can be confusing and intimidating. My job is to simply the complext and help clients focus and what needs attention now, and what can wait. How Can I Help You? As a fiduciary advisor, we are held to a much higher standard when working clients. We are a “fee only” firm. We don’t sell financial products for a commission and only receive compensation from you, our client. Investment Management...