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Are you a high-performing professional who wants to pay less taxes, protect your loved ones, build wealth, and retire on your own terms? If so, I can help you achieve your financial goals with strategic planning, realistic goal-setting, and cash flow management. I am a Certified Financial Planner and a Certified Financial Fiduciary with over 17 years of experience in the financial services industry. As a financial fiduciary, I always act in your best interest and focus on your specific needs. I have a proven track record of helping clients identify and mitigate their financial risks, protect and grow their assets, and avoid major market downturns. I also have a passion for financial education and empowerment, and I conduct workshops in person and online to help you understand your finances in a fun and relaxed manner. Whether you prefer virtual or face-to-face meetings, I am here to serve you and help you retire on your own terms.
Check out David H. Hatch, CFP®, Certified Financial Fiduciary®'s verified LinkedIn stats (last 30 days)
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