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Confessions of A Retired Investment Advisor and Financial Planner

Lessons I learned building the business of my dreams

Once upon a time, I worked as a registered investment advisor and financial planner. This article is about the most valuable lessons a “retired” guy like me learned in the business of managing other people’s money and helping them retire.

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Clifford Jones

Clifford Jones

I write about human transformation with the intention of inspiring others toward self improvement through a power found in all of us; awareness.