If I use Allison Brentwood Financial Planning to develop a financial plan, am I obligated to purchase the recommended products?
No. We offer recommendations, which in our professional opinion, will meet your needs and objectives, but you are under no obligation to purchase them. For instance, if you need disability insurance, we will research policy types, riders, premiums, etc. We will then direct you to a choice of companies that can provide a quality product at competitive prices for you.
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