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Aligning life and wealth.

Estate Planning, Financial Planner

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for life goals.

Consulting, Life and Wealth

retirement planning, insurance

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Coaching for LIFE

Financial Planner, Retirement Coach

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Brian Weatherdon

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Blog

Dec-Jan SWM Letter: 4 R’s for 2023

We are on the cusp of a new year poised [...]

December 29th, 2022|

Nov. 2022 SWM Letter: YEAR-END, NEW YEAR PLANNING

Beside snow – and lots will be coming – encouragement [...]

November 24th, 2022|

Oct. 2022 SWM Letter: Comes With a Promise

Thirty-five years ago in October my early investment experience leapt [...]

October 14th, 2022|