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The Wealth Counselor

Now Is the Time to Cultivate and Build Relationships

Love Is in the Air: Have You Protected Your Loved Ones?

This year, try something different to show your love: think about your estate plan and how you can protect and provide for your loved ones. Learn how preparation can help guide your loved ones through life's challenges.

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Third-Party Waivers and Why We Sometimes Need Them

When we need to work with other professionals on your behalf, we must adhere to specific ethical guidelines, including those outlined in the American Bar Association's Code of Professional Conduct. Learn one way we help protect you and your information.

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Cultivate and Build NewRelationships Through Networking

In today's world, developing new relationships with people is truly important. Networking can help you find people who can offer insights, opportunities, guidance, and support for your business or personal endeavors. Learn more about the importance of networking and helpful tips you can use.

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Suite 400
Flower Mound Texas 75028

This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.