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Walser Wealth CEO
Meet the Hosts:
Rebecca Walser,
MBA, JD, LLM
Principal
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Mac Gardner,
CFP
®
Director of Advisory Services
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Shannon Stophel,
CFP
®
Strategic Wealth Management
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Walser Wealth CEO
Rebecca Walser,
MBA, JD, LLM
Principal
Read More
Meet the Hosts:
Mac Gardner,
CFP
®
Director of Advisory Services
Read More
Shannon Stophel,
CFP
®
Strategic Wealth Management
Read More
Meet the whole team!
Do you have a TRUE financial income and tax plan?
Schedule a complimentary portfolio Review with our Team
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Sundays
11:00
AM
EST
Saturday 12/14
7:00
AM
EST
Unsure where to begin? Start by downloading one of our free guides.
Tax Guide
Social Security Guide
We understand the importance of strategic tax planning in building a secure financial future. Our tax tool is designed to help you gain valuable insights into your retirement tax outlook.
Tax Tool
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Interested In Getting Your Own Copy Of The Tax Guide?
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