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Plan for
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Put away money for your grandkids education, a new home, or that dream vacation.

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Investment
Planning

Plan for a better future by investing your money in the right financial products/plans.

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Save
Taxes

Manage your taxes with proper planning to save more money for your future needs.

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Set up an
Emergency Fund

Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Manage
your Budget

Ensure you have enough money to take care of any liabilities or future expenses that you may incur.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

Rod Schauer
Complete Investment Advisory LLC

3211 Fiechtner Dr, Suite 6
Fargo, ND 58103

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Karla Stanton
Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle, Ste.102
Maumee, OH 43537

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Kade Hammes
Storybook Financial

2002 Glen Oaks Ridge
Coralville, IA 52241

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Stephanie Carreras
Signet Financial Management

2255 Glades Road Suite 324A
Boca Raton, FL 33431

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Scott R. Martin
InPlan Financial

701 5th Avenue Columbia Center, Suite 1100
Seattle, WA 98104

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Mark Singer CFP® Author & President,
Safe Harbor Retirement Planning

152 Lynnway, Suite 1A
Lynn, MA 01902

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financial-plan

How Taxes Affect Your Long-Term Financial Planning Goals

By FINANCIAL PLANNERS /
- JUL 05, 2021

When one is looking to invest money, the potential returns they could earn from the investment play a critical role in their decision. However, the amount of returns you end up taking home depends upon...

Read More
financial-planning

Important Aspects of Financial Planning in the Age of Digitalization

By FINANCIAL PLANNERS /
- JUL 06, 2021

As time passes by and each generation is replaced by a new one, the world changes as well. The strategies and plans that your parents or grandparents used to plan for their future....

Read More