Consider This Program with Joe Clark, CFP and Aaron Rheaume.
In this segment we will cover:
Tax Planning is different from Tax reporting. One takes place after the clock has run out. The other can at times be the difference between financial freedom or financial disaster. Planning takes time and disciplined focus on your goals and situation.
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Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
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