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WATCH THE EPISODES
We get it. Talking about money is personal. And talking to a complete stranger about money? Well, that can be downright intimidating. The truth is, financial advice is about building a relationship with someone that can help you with even the most unique challenges, big or small. Someone that’s here to make your life better, not more stressful. This is why we are creating a video series to show another side to the financial planner. And we’re helping you match with a financial planner of your own that not only understands your financial goals, but shares your personal interests too.
Lucy’s got it all figured out on the career front, but like lots of parents, she stresses about her child’s future should something happen to her. Cecil put together a “what if" plan to look after her, so she can look out for her son.
Cumulus Echo Retirement Annuity
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