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Helpful financial information for better decisions.

Engaging with Our Clients

The proper approach to working with clients involves: First, clarifying their objectives. Next, developing a tailored financial plan. Finally, constructing a portfolio that aligns with…

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The Market vs. The Media

An age-old tale: Russ Kefauver is an Accredited Wealth Management Advisor℠ and Chartered Retirement Planning Counselor℠ with over fifteen years of financial planning experience.

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