Author: Nick Hatfield When I talk with my clients, a few are fortunate enough to be dealing with...
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How Do You Split Assets in a Divorce?
Wondering how you’re going to split assets in your divorce? EP Wealth...
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The Proposal Meeting*: Financial Health Assessment Some investors who have worked with a financial...
Shopping for a financial advisor isn’t easy, and some advisors have earned the industry a...
Beggars Can’t Be Choosers
Author: Adam Phillips Breene Murphy, Director of Client Experience, recently sat down with Adam...