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Tag: financial plan

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Client Newsletter 1Q19

January 16, 2019

Why a Financial Plan Is So Important!   Dear Ambassador Family, Happy New Year! In order to think ahead, I believe it is critical to reflect objectively on the past. Let’s do both in this letter. We will discuss the benefits of having an up-to-date, strategic financial plan. Then I will explain how we sought  Read more ➝

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A meaningful life isn’t measured in the salary you earn or the years you spend walking this earth. Instead, it’s calculated in simple moments that take your breath away and people whose lives you touch. Our vision for Ambassador Wealth Management is to equip you with qualified, experienced counsel that help you navigate life with purpose and make it easier for you to realize your best self. Our collective talents, our outstanding services, and our compelling mission speak to one goal: improving your financial health so you can find a true wealth that satisfies your heart in ways money cannot.

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Ambassador Wealth Management, LLC is a registered investment adviser in the states of Washington, Oregon, and California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.