"Alliances and partnerships produce stability when they reflect realities and interests."
As a financial advisor here to do what best benefits my clients, it is my job to realize that collaboration is needed to strengthen my client's financial plan. My business is called Collaborative Financial Solutions for that purpose. I am constantly seeing what companies offer the best resources for clients- that's the most important thing.
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Dimensional Fund Advisors LTD, Independent Financial Partners, LPL Financial, Unify Financial Credit Union and Collaborative Financial Solutions & Wealth Management are separate entities.