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Financial Planning for Pursuing Future Success

At Kersten Wealth Management Group, we take a holistic approach to financial planning. We get to know you as a client so that we can recommend strategies based on your unique situation and financial goals.

Creating a Financial Plan

We first look at your net worth and cash flow, and then we learn what your goals are for the short- and long-term. We also find out your spending habits and risk tolerance to investments. Based on all the information, we recommend a customized plan to help you pursue your goals. We also monitor the plan and recommend changes as necessary.

Benefits of Having a Comprehensive Plan

Having a financial plan is beneficial for numerous reasons:

Improves Chances of Meeting Your Goals

Reduces Financial Stress

Seeks to Minimize Taxes

Protects Assets

It is never too early, nor too late, to begin making financial strategies. Whether you are just starting out in your career, or you are close to retirement, having a plan minimizes risk and helps simplify your financial life.

Get Started Today

We understand that you have various ways you can allocate your cash and assets. We can help you make choices that help you pursue your financial goals. Contact us at 419-872-0067 to start planning for your future.

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