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Ellerbrock-Norris Wealth Strategies takes a holistic, financial planning approach with every client. Proper financial planning means more than a risk tolerance questionnaire. It means that we engage with you on a deeper level by truly understanding your life goals through our unique F.O.C.U.S. Process.
The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review.
Read MoreOnce you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?
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