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#37 Identifying Whether Your Clients' Securities Match Your Plan's Objectives

Nick Cantrell founded Green Future Wealth Management to provide holistic financial planning that is independent and specializes in helping clients align their values with their financial planning, through the use of socially responsible and values-based investments.

In this episode Brian and Nick discuss:

  • Helping Clients Manifest Their Values Into Their Investments
  • Assessing the Alignment of Your Plan with Your Clients’ Current Securities
  • Developing Value-oriented Portfolios for Clients
  • What Clients Want From Financial Advisors

Talk With Brian Directly On How FourStar Can Help Grow Your Practice!

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FourStar Wealth Advisor LLC.

FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

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