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We don’t get involved in gimmicks or the latest fad but instead opt for time tested strategies. This often results in a very balanced approach to making financial decisions.
We have been around the industry for several years and are familiar with many of the financial planning software programs that exist. We have been exposed to many of the planning type systems that have become more popular in the last few decades and we have also been exposed to some of the more intense insurance based selling systems in industry as well. This puts us in a nice position to be keen on the pro’s and con’s to each. Like almost everything else we preach in our process; balance is the key!
Cut once and measure twice is our philosophy when it comes to strategies and risk management. We like to spend the extra time up front so we know there aren’t surprises down the road.
As you might imagine this list could quite possibly go on for much longer, but these are the largest issues we find we get the most concerns and questions regarding.
This is our phase in the planning where we begin to dig into unique needs, roll with market swings, make adjustments as needed and continue to strategize.
Speak to one of our advisors today to discuss your specific needs and how we can help you meet your objectives.
Innovative Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation
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