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Choosing a financial professional should be done with care. RetirementAndPlanning is not recommending the services of any individual or firm. We do not review performance or quality. We only help to connect individuals with businesses. All due diligence is the responsibility of the individual interviewing different advisors and firms. RetirementAndPlanning receives compensation from 1-5 businesses in exchange for your contact information and permission to call, text, and email you.

We do not recommend any investments or manage funds. We are not offering to buy or sell any security or other product. Investing involves risk, including loss of principal. Any advisor you work with may carry a risk of loss. Advisors often charge fees and this can reduce your returns. Fiduciaries may still have conflicts of interest and may recommend products or services that are not in your best interest. Working with an advisor does not guarantee better returns than investing on your own. Working with an advisor does not guarantee positive returns.