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Dunlap Welath Management Group
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Skills
Role
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Introduction: We provide the financial products and services you need.
We utilize a five-step comprehensive process to determine the optimum approach to managing your assets:
1. Discover - We help you understand your personal, professional, and financial goals.
2. Educate - We discuss the risk/reward of the financial vehicles available to you.
3. Recommend - We help you decide which financial vehicles will help you best meet your financial goals.
4. Implement - We put together a step-by-step checklist to help you put your plan in place.
5. Manage - We schedule regular reviews with you to review your portfolio's performance.
Securities are offered through LPL Financial. We are a member of FINRA/SIPC.
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