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Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.

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2-10-20 Does A Lower January Have Bears Smiling?

2-3-20 Assessing Coronavirus Outbreak

1-29-20 Leading Indicators Slowing But Still Growing

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    Don Rich serves as your SmartVestor Pro in the Greater Western Montana region. SmartVestor Pros are selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. Not everyone can be a SmartVestor Pro. SmartVestor Pros are vetted investing professionals. We are committed to educating and empowering you!

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