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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

Free Second Opinion

Getting a second opinion can potentially save you thousands of dollars over the life of your investments. By allowing Colburn Wealth Management to conduct a FREE review of your investment portfolio you can expect to come away with a better understanding of:

  • How much of your money is being lost to investment fees.
  • Whether your portfolio is appropriately designed to minimize your current and future tax burden.
  • If your investments are appropriate for your risk tolerance and investment time horizon.

To begin your complementary portfolio review, book a meeting today.

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