Thursday May 25, 2023
The Mattson Financial Process
If you've thought about sitting down with a fiduciary financial advisor, but haven't taken that first step, this episode is for you. This week, Gerald & Laurel discuss their process at Mattson Financial Services as we walk through a typical client scenario, and how the plan takes shape. Ready for that conversation? Connect now at www.MattsonFinancial.com.
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