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Why are you seeking an advisor?
I would like a second opinion of my plan
My advisor doesn’t seem to be listening to me
I'd rather spend my time on other things than my investments
I'm retiring and want to create a reliable income stream
I need help with a windfall, such as from an inheritance or property sale
I'm unsure that my investments reflect my goals, situation, life stage, or risk tolerance
I'm looking to consolidate to one comprehensive, high quality advisor relationship
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