2 Most Important Parts of Financial Advisory Services

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Important parts of Financial Advisory Services every successful person needs:

  1. An Investment Program that is grounded.
  2. A Wealth Plan that is designed to address your life goals.

Posted: July 1, 2014

Authored by: T. Taylor Payne, CPA/PFS, CFP®

Direct Phone: 812-602-6301

Email: ttpayne@paynewealthpartners.com

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The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements.

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Keystone Financial Consulting
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Evansville, IN 47715
Phone: 812-477-6221
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