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Raju Pathak Articles

Guest post by: Raju Pathak

Is it Time to Revise Your Long-Term Financial Plan? - Click To Read Article
Given the turbulent nature of our financial markets, many prudent investors are reassessing their positions as well as their long-term objectives, and with good reason. In fact, since 2008’s downturn many wealth managers and financial advisors have adopted a more holistic approach to planning for their clients’ futures. A large number of today’s private investors have taken-on a similar approach as well, which places an equal amount of focus on fiscal needs as well as quality of life, more in-depth retirement planning, long-term medical care, philanthropic preferences and more strategic estate planning. Prudent research indicates there are five critical areas to consider.

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About the Author: Raju Pathak
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A Managing Director at Morgan Stanley Smith Barney with over twenty-four years of experience, Raj has developed a comprehensive wealth management practice that consists of three distinct parts: Investment Consulting, Advanced Planning and Relationship Management. He was recently recognized by “Barron’s Magazine  as being one of the top advisors in the country based on state-by-state rankings, named by “Registered Representative Magazine  as one of the top 100 wire-house advisors in America, and accredited by the “Boston Business Journal  for being among the top financial advisors in Massachusetts.

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Is it Time to Revise Your LongTerm Financial Plan


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