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Offense, Defense & Coach with Jeremy Self | Financial Planner Search
In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around offense, defense, and coach. Jeremy explains how investment consulting drives growth toward a work-optional lifestyle, while advanced planning and protection strategies guard against the risks that can derail it. He also shares how Cedarwood coordinates CPAs, attorneys, and other professionals so clients can delegate financial complexity and focus on living their lives.Jeremy serves entrepreneurial business owners who want concierge-level…
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