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Client story: A dream about an ice cream shop

Financial planning is more than just saving for retirement or a rainy day. Bill Simonet introduces us to a a client with a dream about serving ice cream in Texas.

More: Human-Centric Spotlight: Bill Simonet

A Marine’s guide to financial planning

A Marine’s guide to financial planning

Mister tall, dark and handsome

Mister tall, dark and handsome

Client story: A dream about an ice cream shop

Client story: A dream about an ice cream shop

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