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Kiplinger
Kiplinger
Business
John McKean, CFP®

Adviser, Broker or Insurance Agent: Which Should You Trust With Your Money?

(Image credit: Getty Images)

Building a good relationship requires a solid foundation, and that foundation is almost always trust. But when it comes to your life savings, trust can feel like a very rickety bridge to cross.

It is completely understandable that many people hesitate to work with a financial professional. Handing over the keys to your financial future — and granting access to your hard-earned accounts — to someone you don't know is scary.

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