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Monument Quarterly – 3rd Quarter, 2013

The Monument Wealth Management Team Featured Articles

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Our 3rd quarter newsletter includes articles on donor advised funds and getting started with your finances by our partners, Dean J. Catino, CFP®, CPWA®, and Michael P. Jacobs, CFP®.

It also gives an update on what’s been happening at our firm!

Read more…

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The Monument Wealth Management Team

The Monument Wealth Management Team

This is from the Monument Wealth Management Team!

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