1. What differentiates you from other financial advisors?
  2. How are you compensated? 3. How long does the initial planning and implementation process typically take? 4. Is Avalon Financial Advisors a wealth management firm? 5. Is Avalon Financial Advisors an investment management firm? 6. What is the difference between wealth management and investment management? 7. Do you prepare income tax returns? 8. What is NAPFA? 9. What does Fee-Only mean?
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