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Curious about retirement planning? Financial planner Justin Doback explains the first meeting process, emphasizing the importance of a holistic approach to retirement planning that covers investments, estate planning, tax planning, and insurance. Justin shares key topics discussed in the first meeting, such as bringing an open mind and being ready to learn. He explains fee structures and highlights the importance of having emergency funds. Finally, Justin discusses the follow-up process and how financial plans can evolve over time. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information. |
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