The financial decisions you make along Life’s journey are enduring, and avoiding missteps is Crucial to YOUR SUCCESS.

Trustworthy, PROPER Guidance cannot only IMPROVE YOUR RESULTS, it can also enhance YOUR PEACE of MIND! ¹

Initially honed over more than a quarter century of service, such an approach is Simply In the Fiscalis’ DNA.

Financial decisions along Life’s journey are enduring and MISSTEPS can be COSTLY.

TRUSTWORTHY, PROPER Guidance will not only IMPROVE YOUR RESULTS, it can also Enhance YOUR PEACE of MIND! ¹

Initially honed over more than a quarter century of service, such an approach is Simply In the Fiscalis’ DNA.

Do you see any discernible pattern in the sequence of market returns² shown below?

8% 33% 38% -15% -29% -44% -9% 57% 4% 44% 32% -35% 28% 3% -7% -10% 16% 28% 21% 38% -6% 4% 2% 20% 30% 21% 13% 1% 50% 25% 8% -10% 45% 13% 1% 27% -10% 21% 16% 14% -9% 29% 14% -11% 0% 16% 17% -18% -27% 39% 27% -4% 7% 23% 33% -4% 21% 22% 5% 32% 16% 2% 18% 29% -6% 35% 10% 11% 0% 37% 21% 31% 24% 25% -11% -11% -21% 32% 12% 6% 15% 6% -37% 29% 18% 1% 16% 35% 12% 0% 14% 21% -5%

This is JUST ONE of many commonly OVERLOOKED planning factors VITAL to YOUR SUCCESS!

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¹ The Value of Financial Planning Study,  Financial Planning Standards Council
²Annual US stock market (CRSP 1-10 index data), from 1926 to 2018.