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Fundamental to Meeting Long-Term Goals

Because many circumstances beyond your control may affect your ability to achieve or exceed your financial goals, flexibility is a fundamental factor in any wealth plan.

In this month’s on-demand webcast, OJM Group Director of Financial Advisors Michael Lewellen discusses how changes in income, tax rates, investment markets, liability and your health can impact your long-term financial plan. Michael presents an overview of strategies that can help you build flexibility into your planning for each of these key areas.

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