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Leave The Worrying To Us
Financial Planning Jennifer Smiljanich, CFP® 9/3/20 Financial Planning Jennifer Smiljanich, CFP® 9/3/20

Leave The Worrying To Us

It can take extra effort to practice patience as an investor. We believe it is more useful to spend our time on the things we can control.

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Working To Control What You Can
Financial Planning Thomas Kelly, CFA 3/12/20 Financial Planning Thomas Kelly, CFA 3/12/20

Working To Control What You Can

We can identify the risks we know of, craft an appropriate plan given those risks, act according to the plan, update the plan using new information, and repeat.

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Sylvania, Ohio | Scottsdale, Arizona | Chicago, Illinois | Perrysburg, Ohio
Phone: (419) 885-2626 or (800) 434-4406