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Fiduciary, fee-only CFP practice in Chicago, led by Rorik Larson. Focused on comprehensive planning to help clients make confident financial decisions.
Questions to ask Essential Financial Strategies
Every financial planners interview should cover these four questions before you sign anything.
- 1Are you a fee-only fiduciary (no product commissions)?
- 2Do you hold the CFP® designation?
- 3How do you coordinate with an elder law attorney on Medicaid planning?
- 4Have you modeled long-term care costs for other Chicagoland families?
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