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Founder and President,
Wealth Trac Financial
Kurt Fillmore is founder and president of Wealth Trac Financial, an independent financial services firm based in Bingham Farms, Michigan, specializing in customized wealth management and retirement planning. He is an Investment Adviser Representative and licensed insurance professional.
Retirement planning is tough, and you need help you can trust. Here’s how to get it, with or without regulators’ help.
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Plus, what to look for when you do.