Question 1

What services does the company offer?

Accepted Answer

The company offers personalized client relationships, a disciplined planning process, and holistic financial planning services to help clients achieve their financial goals.

Question 2

What are the credentials of the company's partners?

Accepted Answer

The company's partners include Anthony Sorrentino (RFC, CLTC), Fred Cotton (Managing Partner), Fred Abbott (CLU, CFP®), and Jeremy Bossio (Junior Partner), all of whom have extensive experience and qualifications in financial planning and wealth management.

Question 3

What are some of the latest articles and topics covered by the company?

Accepted Answer

The company's blog covers a wide range of financial topics, including a generational look at money habits and financial choices, effective tax optimization strategies for high-net-worth individuals, and planning for a secure retirement.

Retirement Planning Partners

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About Retirement Planning Partners

Frequently Asked Questions about Retirement Planning Partners

What services does the company offer?

What are the credentials of the company's partners?

What are some of the latest articles and topics covered by the company?

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