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Tag: Technology

The Future of Financial Planning

The future of technology in financial planning will focus on optimizing plans, not replacing humans.

Informaiton on avoiding rip-offs, mistakes, and taxes.

Delagify Financial is a Registered Investment Advisor (RIA) registered with the State of Colorado. The information contained in this presentation is for educational purposes only and is not intended to offer recommendations or tax advice. Tax advice will only be given after a client engages our services and shall be subject to the terms and condition therein. Delagify Financial does not guarantee the accuracy of the information contained in this presentation. The information is of a general nature and should not be construed as advice. ADV and privacy policy are available on request. All rights reserved. ©2023