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Wealth Management
Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? Even if your year has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can manage your tax bill and/or build a little more wealth. 
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