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  • Wen Capital Advisory Group

4 Key Money Moments




  1. EXPECTED LIFE CHANGES - There are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.

  2. UNEXPECTED LIFE CHANGES - What happens after you sell your business or decide to invest in one? Your financial pro can help managing proceeds, structuring payments, and looking out for your best interests.

  3. A BIG CASH OUTLAY - Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions, and ensure you are clear on risks, possible rewards, and any impact on your overall investment strategy.

  4. NEARING RETIREMENT - Timing your retirement is one of the biggest lifestyle decisions you'll ever make. It's important to make sure your investments are prepared to the next stage of your life. Your financial pro can review you financial. Your financial pro can review your investment strategy, and see if you need to. adjust your approach.


This material does not necessarily represent the views of the presenting party, nor their affiliates. All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. Please note - investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

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