Professionals and Consultants
Average Age: 54, ranging from 38 to 66
Key Issues: Retirement Planning, Transition (clients, practice, staff), Cash Flow Management, Risk Management, Estate Planning, Taxes, Diversification, Financial Complexity – Often wearing multiple hats.
We are happy to connect you to a financial advisor to further talk about a relationship with De Groote Financial Group. You can also email us if you would prefer.
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