When a woman is willing to admit she needs help with her investments, and is satisfied she has found the right person to help her, she can build a foundation for a long term investment portfolio that was created for her, and based on who she is.

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Financial professionals play a critical role during the transition into retirement, discussing the new risks a retiree faces and helping structure a strategy to help the retiree receive income he or she needs through retirement.

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And there needs to be a clear agreement of where patients can access help and who should be responsible, she added.

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