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Ep 60: Year End Financial Planning Strategies

Ep 60: Year End Financial Planning Strategies

Released Thursday, 9th December 2021
Good episode? Give it some love!
Ep 60: Year End Financial Planning Strategies

Ep 60: Year End Financial Planning Strategies

Ep 60: Year End Financial Planning Strategies

Ep 60: Year End Financial Planning Strategies

Thursday, 9th December 2021
Good episode? Give it some love!
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The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make. Brent, Matthew, and Joshua will talk about some end of the year strategies you can implement, so you can kick off 2022 with a solid … Continue reading Ep 60: Year End Financial Planning Strategies →

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Retirement Plan Playbook

We founded RPA Wealth Management to help each of our clients achieve their unique vision for life. Because of this, we don’t offer cookie-cutter anything. Instead, we work with you to craft the personalized financial and investment strategies that help get you where you want to go in life.Our commitment to putting you first means you’re our boss. We don’t work for any company, and we don’t get commissions. We are an independent, fee-only Registered Investment Advisor for one reason: It builds a relationship with you based on integrity and sincerity, so you always know what you’re getting and why.Headquartered in Rancho Cucamonga, we also offer meeting locations in Los Angeles, Irvine, Pasadena, and Redlands, as well as online.

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