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Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Beacon Wealth Solutions, LLC

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When Plans Fail, use your GPS - on the road AND in your finances (Shah Plan-It 8-2-22)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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"HOT" investment tips for MegaMillions winners - sorta (Shah Plan-It 7-26-22)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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#shorts 5 minute Financial plan? No. But here’s a good starter

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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5 minute financial plan? No. But here's a good starter (Shah Plan-It 7-19-22)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Time for change - for you & me (Shah Plan-It 7-12-2022)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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