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Balancing Insurance and Investment Strategies

Stephen Stricklin, President and Founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course.

In this episode, Brian and Stephen discuss:

  1. Balancing Investment and Insurance Strategies
  2. The Impact of Education in Client Relationships
  3. Educate Not Just Prospects, But Existing Clients Too
  4. Why Financial Education Matters

Course Website:

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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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