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How To Pick A Fiduciary Advisor

How To Pick A Fiduciary Advisor

On this week’s podcast, Jeff discusses 529 plans for multiple children.  Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio.

 

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Matthew Phillips

Matthew Phillips

Wealth Advisor

Jeff Motske, CFP®

Jeff Motske, CFP®

President & CEO

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