"Financial planning should be about planning first and then finding products to fit that plan.
Not about doing the minimum amount of work to sell a product and make a commission."
Not about doing the minimum amount of work to sell a product and make a commission."
Bob Waldron - Peter Waldron
Sagemark Consulting
3000 Executive Parkway, Suite 400
San Ramon, CA 94583
ph: 925.659.0284
fax: 925.275.0999
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