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Help Make Smart Money Decisions

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Protect Your Wealth

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Take Care of Your Loved Ones

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Make a Difference in the World

Five Ways to Avoid—Not Evade—Taxes

Five Ways to Avoid—Not Evade—Taxes


March 1st, 2020 by infoioc

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Family Governance: Keeping Family Wealth and Relationships in Good Shape

Family Governance: Keeping Family Wealth and Relationships in Good Shape


March 1st, 2020 by infoioc

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Should You Establish a Family Foundation?

Should You Establish a Family Foundation?


February 1st, 2020 by infoioc

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Not Wealthy Enough for an Estate Plan? Think Again

Not Wealthy Enough for an Estate Plan? Think Again


February 1st, 2020 by infoioc

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Stress Testing Your Wealth Plan: Three Keys to Success

Stress Testing Your Wealth Plan: Three Keys to Success


January 1st, 2020 by infoioc

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Do You Know—Really Know—What Your Business Is Worth?

Do You Know—Really Know—What Your Business Is Worth?


January 1st, 2020 by infoioc

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The Need for Wealth Management Before and After You Sell Your Business

The Need for Wealth Management Before and After You Sell Your Business


December 2nd, 2019 by infoioc

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Charitable Giving, the Tax-Wise Way

Charitable Giving, the Tax-Wise Way


December 1st, 2019 by infoioc

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Stress Testing for Successful Business Owners

Stress Testing for Successful Business Owners


November 1st, 2019 by infoioc

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Here’s Why You May Need to Update Your Estate Plan


November 1st, 2019 by infoioc

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  • Entrepreneurs
  • Executives
  • Help Make Smart Money Decisions
  • Make a Difference in the World
  • Protect Your Wealth
  • Take Care of Your Loved Ones
  • Mitigate Your Taxes

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Check the background of this investment professional on FINRA’s BrokerCheck.

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