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What Is a Financial Wellness Plan?

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

Disclosures: TAK Advisory does not provide tax or legal advice. Investments are not FDIC insured and are subject to risk, including possible loss of principal. Past performance is not a guarantee of future returns. TAK Advisory LLC may only conduct business in those states in which it is registered, or qualified for an exemption or exclusion from registration requirements.

This website is a dissemination of general information pertaining to TAK Advisory services. Accordingly, the publication of TAK Advisory’s website on the internet should not be construed by any consumer and/or prospective clients as TAK Advisory solicitation for rendering of personalized investment advice.

TAK Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Copyright 2014-2019 TAK Advisory LLC, All rights reserved.

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