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Life is best lived enjoying today, yet we can’t ignore the importance of planning for the next season. Finances, investing, taxes and retirement income needs are confusing and time consuming. My goal is to free you to focus on what’s most important; your health, your hobbies, and your family. Half of my life has been studying and advising successful individuals in areas of financial planning. I love the outdoors, casting a line, watching ducks break the early dawn sky, and conserving our natural resources for future generations. As a business owner myself, I understand the complexities of integrating company and personal finances. As a man of faith, I value learning about and serving organizations that work to improve our community. Share your story with me, and let’s do great things in this life. Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
Check out Andrew Rose, CFP® CLU®, RICP®'s verified LinkedIn stats (last 30 days)
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