Prelude Financial
Does the thought of taking a vacation without making any preparations whatsoever cause anxiety and tension a little bit? When your travel plans are inefficient it could cost additional time as well as, other expenses. It is best to have a well thought out plan that will allow you to maximize the fun to be had once you've arrived! The same can be said about your approach to achieving your financial goals, particularly retirement. Mapping your route and knowing the direction you want to go, will give you the confidence to navigate the ups, the downs and any detours that life might throw your way.
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Sentiment Analysis
Scott has exceeded my expectations not only by the depth of his expertise, but also in the time he has invested in getting to know me and my life goals.
He is personable, responsible, and trustworthy.
If it made sense to switch to him, I would in a second because you can trust someone that has YOUR best interest at heart.
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