Trade Publications

Financial Advisor Magazine

Dateline: Shrewsbury, NJ (Category: Trade Publications)

Excerpt: “Advisors can be an instigator here, says Paul Tarins, founder of Sovereign Retirement Solutions in Winter Park, Fla. “It is very proper for an advisor to bring up philanthropy with a client,” he says. “It is part of our obligation to ask how they feel about charity. I am a firm believer that advisors have an obligation to do more than just look at a client’s financial statements.” Online at:

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