WebJames Smallwood is a financial advisor who works out of Denver, Colorado, who has been in the industry for 13 years. Smallwood is an advisor for Global Retirement Partners LLC. Throughout their career, they have worked at Financial Telesis Inc, Mckinlay Smallwood Financial Partners, Moody Insurance Agency, Inc, Lpl Financial, LLC and Global ... WebA Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce. CEP® Certified Estate Planner™ Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their ...
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WebIn this episode, John emphasizes the necessity of taking the long view in your financial plan. Most financial decisions are made in isolation (one tree). However, they will have ripple effects throughout your entire plan (the forest). It’s best to make decisions with the broad and long view in mind. John is the author of 5 Ways Your Wealth is ... WebJohn Smallwood is a certified financial planner who works in Red Bank, New Jersey, who has 32 years in the industry. Smallwood is an employee of Smallwood Wealth Investment Management, LLC. During their career, the advisor has held roles at Smallwood Associates LTD, John L. Smallwood, Purshe Kaplan Sterling Investments, Hanlon Investment ... resources for research project