By Creative Planning
Advisor of the Year
Boomer Market Advisor Magazine 2008
Boomers are a suspicious group; they’re skeptical,” Peter Mallouk tells us. “They want to know that they’re working with professionals every step of the way. So when it comes to financial planning, the want CFPs. When we’re drawing up and going over legal documents, they want estate attorneys. When we’re doing their taxes, they want CPAs…
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