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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Services
Estate Planning
Estate
Planning Essentials
Healthcare
Directive
Last Will
and Testament
Living
Trusts
Power
of Attorney
Financial Planning
Financial
Literacy
Effective
Financial Strategy
Retirement Planning
Essential
Steps for Retirement Planning
Retirees
Investment Management
Risk Management
About
Affiliations
Who We
Serve
Team
Steven A. Lone
Samson A. Maxbauer
Resources
Blog
Easy to
Understand Advice
Growth vs Value:
What’s the Difference?
Mortgage
or Market: Where to Put Your Money
Straightforward
Fee Structure
Videos
Get Started
(248) 485-8111
Client Login
Client Wealth Portal
LPL Account View
Guided Wealth Portal
Group Plan Portal
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