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DELEGATED PLANNING
Delegated Planning offers financial advisors the ability to outsource some or all of the work involved in creating and maintaining clients' financial plans.
Overview
Delegated Planning offers financial advisors the ability to outsource some or all of the work involved in creating and maintaining clients' financial plans. Their expertise, experience and education provide confidence that analyses are accurate and complete. Their uniqueness lies in their approach to planning and proficiency in various planning software programs, and they position themselves as a premier service provider in delivering high quality planning.
General information
Firm type
Multi Family Office
Principals
Sue Chesney
Brooklyn Brock
Carrie Jones
Jared Bilodeau
Julie Hall Labrune
Kris Busche
Leslie Ransom
McKenzie Kleinhenz
Molly Stanifer
Sector focus
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