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Marie Phillips, Wealth Advisor

What may be a  goal today can and will change.  As Wealth Advisors, working with people and business owners in our community, we need to accommodate these changes that occur in our lives. Expect the unexpected.  What impact will an unexpected event have on your short and long-term goals? How do changing goals affect your long-term plans?

Life IS a work in progress. “A goal without a plan is just a wish.”

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