That Makes Sense: The Bundle

sean todd

Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their advice – I’m here to tell you NO they don’t. This uncoordinated approach, think horse and buggy: is costing you time and money.

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Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
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Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®.
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