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Many firms in the Financial Services Industry put much of their energies toward investment management and accumulating assets under management, “AUM”. At those firms “Financial Planning” plays a minor role; it’s usually a loss leader to entice use of a firm’s investment management and increase its assets under management. Once a plan has been created, it’s usually reviewed with a client, then forgotten. Here at Planning Capital, we strongly adhere to the principles of “Holisti More
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October 2020
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