Marta B. Dunton, The First Lady Of Financial Planning

Lew and Jeremy… As you know, my late husband, Loren Dunton, invented financial planning and created what is today the multi-trillion dollar financial planning profession and industry. Loren originated the specialty discipline of financial planning because he believed people needed and deserved skilled help in protecting their assets, saving, growing their incomes, and achieving their money goals. If Loren were here today, I know that he would be very proud of you because you are exceptional financial planners who personify integrity, knowledge, excellent qualification, dedication, and the high standards Loren envisioned for “his” important and “new” profession. Thank you for helping people to solve their money problems and advance toward their financial objectives. Sincerely,
Marta B. Dunton, The First Lady Of Financial Planning

Marta B. Dunton, The First Lady Of Financial Planning