What does a financial planner do? Well, that depends. Many individuals refer to themselves as “financial planners”, but not all perform true multidisciplinary financial planning. Investment, insurance and tax professionals sometimes specialize in certain areas of financial planning (such as retirement planning, estate planning, tax planning, or investment management).

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Long Beach Financial Planner - Pete Mitchell

I’m 57 1/2, Can I Start Taking Money From My 401k?

Do You Need A Financial Planner? Presented by Pete Mitchell

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