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Financial Planning / Windfall Management


Subject:  Re: Looking for Advice re: Large Inheritance Date:  4/6/2018  1:57 PM
Author:  CABob Number:  14 of 21

If what you have been doing has worked for you perhaps you should continue doing the same. Personally, the majority of my investments are with Vanguard index funds and I am satisfied with my investments.
If you want an adviser who charges a flat fee rather than a percentage of assets you might check with Garrett at
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