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The Mather Group, LLC

Location

Chicago, IL · 40mi radius

Questions to ask The Mather Group, LLC

Every financial planners interview should cover these four questions before you sign anything.

  1. 1Are you a fee-only fiduciary (no product commissions)?
  2. 2Do you hold the CFP® designation?
  3. 3How do you coordinate with an elder law attorney on Medicaid planning?
  4. 4Have you modeled long-term care costs for other Chicagoland families?

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