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Financial Planning

Pursue your hopes, goals and dreams

Pursue your hopes, goals and dreams

At Kinecta Wealth Management, our advisors offer a personalized goal-based financial planning process. The more you are able to understand and manage your wealth, the more prepared you can be for your goals and dreams. But managing your financial future is a complex process that involves careful consideration of your short- and long-term goals. This is done by developing a customized financial plan designed to help us better understand your goals and help you pursue financial independence.

Kinecta Wealth Management Advisors will work closely with you, gather information and conduct an investment review, creating a value assessment to help you aim to meet your financial goals.

Read the Benefits of Financial Planning

Let’s get started! Contact Whitney Bullock, today!

Financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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