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Financial Discovery
Financial Discovery is a time to learn about the needs, goals, and objectives of a client and how those values shape his or her decision making process as it relates to finance.  It’s also an opportunity to evaluate past decisions and see if they are consistent and coordinated with the current needs and values the client has.
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Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions, LLC. Cantrill Financial Group, LLC is unaffiliated with Triad Advisors or Triad Hybrid Solutions, LLC.

 


Check the background of this financial professional on FINRA's BrokerCheck.