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Financial Planner and Investment Advisor serving Mount Pleasant, SC and beyond
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Convergent Financial Group
The Personal Touch
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The results are in...
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How Much College Can You Afford?
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The Money Checklist: Phase 3
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The Money Checklist: Phase 2
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The Money Checklist: Phase 1
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3 Reasons to Celebrate!
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Personality-Driven Decision-Making
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First Meeting: What to Expect
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Generational Planning
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How to Choose a Financial Adviser
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The True Cost of College
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Cash Is King
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Unpack Your Backpack
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The Thing That Makes My Clients Cry
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Are You Prosperous or Wealthy?
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The Money Trap
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Why Budgeting Doesn't Work
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For All the Gen Xers Out There
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Big Box Buying
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