Here’s the cold hard truth: The success of my practice is dependent upon my clients’ success. The more they succeed in building and protecting their wealth (or mini empire), the harder I have to work to ensure we are covering all facets of their plan. For a business to grow, it needs to keep […]
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Would you like to clearly visualize your financial situation and see possible shortfalls, pitfalls, surpluses, and/or areas that may need immediate attention? Could you benefit from knowing that you are, or are not, on track to achieve financial independence? If you answered “yes” to either of these questions, I may have just the report you
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Yes, my practice has a new name: Arktos Wealth Management. But what does ‘Arktos’ mean…you ask? In searching for a meaningful name that would concisely describe the financial planning approach of my practice, I was looking for something that resonated with my own life and the principle of guiding my clients through the process of
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What’s the difference between an “I love you” note and an inheritance? One “tells” how you feel, and the other “shows” how you plan to provide comfort, support, food, shelter, education, transportation–and anything else that money can buy—to those who now depend on you. So what might cost as little as $25 a month and
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