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Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Now displaying: Page 1
Mar 17, 2023

In creating a thorough financial plan, consideration is given to many areas of your financial life. Understanding your current economic condition along with your priorities, helps create a clear and measurable path with a higher probability of success. Today, two Mercer Advisors’ Regional Vice Presidents, John Walker and Kevin Dillon, define and discuss the benefits of unified financial planning.

Listening Time: 20 minutes

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Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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