Be more mindful of your financial plans.
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Look for one who cares about your fears and desires. And who uses a fee-only structure to reduce conflicts of interest. And puts your needs above their own as your fiduciary.Contact us to hear our story.
I've collected some data here to help you prepare for the next bad market, whenever it might come up.
Thank you for another great year! I'm blessed to have each and every one of you in my life.
Cheers and Happy New Year!-Jeff
The new tax reform bill is packed full of changes that impact the majority of US citizens. Come check out the highlights.
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