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  • Our Services
    • Wealth Management and Financial Planning
    • Retirement Plan Consulting
  • Our Process
  • Who We Serve
    • Financial Planning for Women
    • Financial Planning for Executives
    • Financial Planning for Individuals & Families
    • Retirement Plan Administrators
  • Our Team
  • Resources
  • Blog
  • Contact Us

Monthly Archives: January 2023

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2022-12_Don’t Let 2023 Catch You Unprepared CANVA

It’s a New Year! Is it Time to Reevaluate Your Financial Plan?

BlogBy Kyle LouvarJanuary 20, 2023

By Kyle Louvar, CFP®, AIF® Happy New Year to you and your family!  A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. We can’t wait to hear about what you want to accomplish this year. If you’re not…

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