According to reports from CNBC, 75% of Americans are going it alone, without the help of a financial advisor. To achieve their goals, everyone should have a financial advisor. But not just any advisor – a good one, and the right one for you. Just do it!

Review this simple checklist for pointers that can help you manage your money.

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Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)