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Life Events (Retirement, Inheritances, Widowhood, and Divorce), planned or unexpected, bring changes and challenges. That is why my team at KMG Private Wealth Management, www.kmgprivatewealth.com, specializes in providing financial planning and advice in times of change. We understand the importance of planning to meet your financial goals. Our method is straight-forward: We listen to you, ask questions about your current and future income needs, and then create an individualized financial strategy for you.

As a CERTIFIED FINANCIAL PLANNERô Practitioner with over 25 years of experience in up and down economic times I know that finding the right financial professional can help you feel confident about your financial decisions. We have a team of financial professionals to provide you with personalized attention.

I invite you to learn more about our team and our style of personalized financial planning and investment strategies. [www.kmgpriavtewealth.com] I can be reached at 1-800-525-PLAN or by email at carole@carolepeckfinancial.com.

Carole J.A. Peck

Carole J.A. Peck

Helping others with financial planning is truly her passion in life.

Meet Carole

 


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