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The Importance of Setting Goals

Welcome to My Financial Bridge, a collaborative tool for individuals to manage, store and share information with their trusted advisors. According to the CFP® www.LetsMakeAPlan.org website, “Creating a financial plan helps you see the big picture and set long- and short-term life goals, a crucial step in mapping out your financial future.” In our 20th […]

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Peter J. Gutekunt, CFP®, CLU
Financial Planner