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ACP Member Firm Sullivan Mermel Featured in Yahoo! Finance on Financial Philosophy

By AC Planners posted 2 hours ago

  
In an interview with ICTV published in Yahoo! Finance, Luke Van de Loo, Partner at Sullivan Mermel, discusses how founder and ACP Member Bridget Sullivan Mermel transformed what began as a tax preparation practice into a comprehensive, fee-only financial planning firm after repeatedly seeing clients make costly financial decisions without fully understanding their tax consequences. Luke explains why this nearly 30-year-old financial philosophy of managing clients' bigger picture matters more than ever.
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