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What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

Investment Representative of and advisory services offered through Independent Wealth Network, Inc. a SEC Registered Investment Advisor. Kramer Wealth Advisory is not affiliated with Independent Wealth Network, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determinded. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Jared at jbkramer@iwnadvisor.com.

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