Successfully transitioning to a new firm requires careful planning and a great partner.
To help you, we’ve curated a list of resources that cover the areas you should understand before you make the move.
Take some time to go through and review these resources.
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Making a move is a serious decision that requires good planning and diligent research. It can feel overwhelming at times. That’s natural. The good news is Freedom Wealth Alliance is with you every step of the way. If you haven’t already, give Kurt a call. He’ll answer your questions and offer solid and unbiased counsel on your particular situation. Kurt can be reached at (262) 798-7979.