Sherpa Wealth Strategies Financial Planner in Bend, Oregon

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Should You Have a Family Bank?

Should You Have a Family Bank?

When family matriarchs and patriarchs are formally set up to effectively loan money to their
heirs for important purposes like education and entrepreneurship, they can potentially create stronger family legacies—as well as generate new
wealth. Discover the advantages that a family bank could bring to your family.

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Three Ways To Become a Super Rich-Level Problem Solver

Three Ways To Become a Super Rich-Level Problem Solver

Problems in our business, profession and life are inevitable. But many of the most successful people demonstrate a remarkable ability to view problems through the right lens and deal with them effectively—in ways that boost their success and prevent them from encountering the same problems down the road.

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  (541) 633-7728

   (541) 633-7759

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    444 NE Norton Ave. #101,
       Bend OR 97701

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