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  3. September 2021

September 2021

What Is Wealth Planning, Really?

Submitted by The Blakeley Group, Inc. on September 27th, 2021

It can be all too easy to focus on just one aspect of your financial life – and in doing so, miss opportunities as well as incur unnecessary risk.

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  • Wealth Management Insights
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SEPT 2021 JOBS

Submitted by The Blakeley Group, Inc. on September 10th, 2021

The very big picture (a historical perspective):

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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