3 Ways To Think About Your Money & Yourself With Jeff Swett who manages over $900M AUM

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Smart Money Circle Bannner

Jeffrey A. Swett, CFP®, CRPC® Managing Director – Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management.

3 Ways To Think About Your Money
-Money you need now
-Money you need in the future
-Money you will give away

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