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Our founder, Dr. Jason Van Duyn encapsulates his entire life’s work into his new book which offers invaluable insights into the world of wealth management. In this comprehensive guide, he outlines the different types of financial advisors, helping readers identify which one suits their unique financial situation best. Whether you’re just starting your financial journey or looking to refine your existing strategies, this book provides the clarity and guidance needed to make informed decisions. You can purchase the book on Amazon, or receive a free copy by scheduling a discovery call with us.
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Choices For Your 401(K) At A Former Employer
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job
Choosing A Retirement Plan That Fits Your Business
Choosing a Retirement Plan that Fits Your Business If you have yet to develop a retirement plan for your business, or if you’re not sure
Estate Strategies Of The Rich And Famous
How the Queen of Soul, the Lizard King, and Other Celebrities Determined Their Legacies Famous people are all too human. Tabloid newspapers and celebrity
Financially Savvy At Six Figures
Financially Savvy at Six Figures Reaching six figures is no easy feat. If you’re one of the hard-working few who have made it to this
Retiring Earlier Than Expected? What To Know
Retiring Earlier Than Expected? What To Know Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances,
Deciding When to Take Social Security
Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits. Making
Countdown To College
Countdown to College As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right”
Timing Your Retirement
Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. The content is developed from
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