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Home Posts tagged "planning"

Tag: planning

It all started when….My reason for focusing on the family
Family, Planning, Small Business

It all started when….My reason for focusing on the family

By David Kujawa November 10, 2014 April 15, 2016

After being a Financial Advisor for over 9 years, I have often asked business owners and families What’s Your Why? (Why do you do what you do?)  Some may wonder why in the world does a Financial Advisor want to know this?  Well, knowing your “why” can tell me a …

Continue reading"It all started when….My reason for focusing on the family"

Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services offered through HighPoint Advisor Group, LLC, a registered investment advisor.  HighPoint Advisor Group, LLC and OnPath Financial are separate entities from LPL Financial.  For a list of all the states where I am/we are registered, visit onpathfinancial.com.

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