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Clarus Wealth Advisors aids you in meeting your financial goals through assistance with portfolio management, technology tools, and operational support. We provide a full-service, in-house portfolio management team with over 75 years of combined experience that you, your clients, and prospects will have direct access to. Our powerful team is here to assist you with your financial goals, helping you plan for your retirement and your legacy. As entrepreneurs, advisors, and goal-minded individuals, we lead Clarus Wealth Advisors with the same guiding principles we would want a fiduciary to provide for ourselves and for our family members.
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Shoreline Financial is a full-service financial planning firm dedicated to providing retirement planning and financial strategies to individuals seeking a better lifestyle. Our team of experts offers unbiased opinions and customized solutions to help clients achieve their financial goals. We provide a range of services, including investment planning, tax planning, insurance, retirement planning, asset allocation, business succession planning, and charitable giving. Our goal is to be our clients' trusted source for safe money, and we strive to achieve this through education, trust, integrity, and respect.
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