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Homeownership

Austin Frye | Jul 15, 2024

5 Ways to Protect Your Home From Summer Storms

Homeownership
This is the perfect time to take steps to help your home avoid damage from summer storms and other weather. Hurricane season runs from June to November, and it
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Austin Frye | Jun 24, 2024

The Road Home: A Homebuyer's Guide to Financial Planning

Homeownership
Financial Planning
If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three
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  • About
    • Full Service Wealth Management
    • Our Wealth Management Approach
    • Why Choose a CFP®?
    • Our Team
    • Financial Insights
    • Weekly Market Commentary
  • Private Client Services
    • Wealth Planning
    • Preserving Your Wealth
    • Retirement Projection/Planning
    • Retirement Income Generation/Cash Flow Planning
  • Business/Practice Planning
    • Corporate 401(k)/Retirement Plans
    • Business/Professional Practice Planning
    • Planning for Doctors
  • Account Access/Login
  • Blog
  • Contact

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