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Jamie Sladky CDFA Financial Advisor Registered Principal
1212 Pearl St. Suite 200 Boulder, CO 80302 Phone: 303-323-4293 Fax: 303-323-4295 Contact Us
Map & Directions |
Newsletters- Successful Women
Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.
- Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
- Spotlight On Asset Management
Available quarterly, this electronic newsletter includes timely articles on current topics to help you become more informed about issues impacting your finances. It is a great resource, and offers an overview of the many asset management benefits.
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