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Found 1 Investment Management Planning Customer Lead:
23:26 on 03/11/2023

Riley Giauque, CFP® | Financial Advisor @RileyGiauque (104 followers) (456 tweets)

Investment returns are everyone’s focus📈📉📈

Which is great, but…

If YOUR investments surpass $2MM, major returns can ALSO be made by optimizing👇

How much are you paying in:
- Taxes
- Fund/Investment Fees
- Estate management

& what planning strategies you are using.

Keywords: investment management planning, great, what, Which

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