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Finding the Solution to Your Financial Concerns

August 14, 2019
As a provider of financial services, new clients share their financial concerns with us. Some examples include preparing for retirement, getting a better handle on finances, and dissatisfaction with investment returns and the amount of taxes they pay. [...]
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Identify the Relationship you Want with a Financial Advisor

July 17, 2019
Having clarity about the type of relationship you want with a financial advisor will save you time and reduce frustrations while searching for your ideal financial planner. It will also help increase the odds of finding a lasting relationship that will [...]
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5 Traits of a Qualified Financial Sounding Board

June 11, 2019
Most people appreciate the benefit of having a sounding board - someone they can bounce ideas off - for decision-making purposes. The opportunity to “think out loud” and get feedback from someone we respect and who understands us can be helpful. A [...]
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Why You Worry About Your Wealth and What You Can Do About It

May 10, 2019
The financial services industry is well equipped to assist wealthy families and individuals with traditional financial concerns like tax reduction, investing, insurance, and estate planning. But how do you address non-traditional concerns like these?
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Creating a Legacy of Giving

April 24, 2019
What legacy would you like to leave your children and grandchildren? Most people are passionate about teaching young people to be responsible and productive citizens, but have you also wondered how you may pass on your values regarding charitable [...]
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How To Successfully Monitor Your Financial Goals

April 10, 2019
How to Successfully Monitor Your Financial Goals Setting financial goals is relatively easy compared to the tedious task of monitoring progress towards those goals. That’s because monitoring takes ongoing commitment. You must make an effort to surmount [...]
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How to Set Goals and Take Charge of Your Wealth

March 12, 2019
How to Set Goals and Take Charge of Your Wealth Setting financial goals and determining how to monitor your progress is the first step and arguably the most important aspect of managing your wealth. Without clearly defined financial goals, your financial [...]
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Gain Unmatched Control of Your Wealth with a Financial Dashboard

February 5, 2019
Imagine looking at your car’s dashboard and seeing only the speedometer. If the gas gauge and other important instruments were missing, it would be unsettling. It would impair your confidence because you would worry about running out of gas and other [...]
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Why Legacy Planning Is Important

December 11, 2018
The concept of legacy planning – a multi-generational planning approach focused on smooth wealth transitions, reduced family discord, and effective preservation of family values and leadership – is critical to preserving generational wealth. 
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Get More from Your Charitable Giving

November 27, 2018
For many, charitable giving is something of an afterthought. You hear about a natural disaster in the news, or maybe find out your church is taking up a special collection for the homeless. You open your checkbook along with your heart and give. What [...]
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