Katie Exchange, CFP® plays a critical role in the delivery of investment and wealth management services to clients. She was recently featured in January’s edition of Maine Home + Design discussing financial planning over a client’s lifetime. Read her full Q&A on the topic, below:
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Disclaimer: This publication is for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. The information contained herein is the opinion of Boston Financial Management and is subject to change at any time based upon unforeseen events or market conditions.