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Your financial plan should work hard so you can take it easy

Topics clients typically delve into during this call include:

  • How our legacy and estate planning services can help ensure your needs are met. 
  • The impact that tax strategy can have across all your finances. 
  • Our process for tailoring financial solutions to your unique situation. 
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When emotions run high, rash decisions get made. That’s why behavioral coaching and pragmatic advice can help increase returns by up to 2%1.

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1  Vanguard Advisor’s Alpha® Perspectives: “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” corporate.vanguard.com/
content/dam/corp/articles/pdf/putting_value_on_your_value_quantifying_vanguard_advisors_alpha.pdf).

Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).

Empower Private Client advisory services are available when you invest $1,000,000 or more with us. Advisory fees do not include underlying fund expenses, brokerage fees, or other costs that may apply. Please review our full fee schedule for details.

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