Welcome to this week's episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! This week I walk through why your advisor should be proactively reviewing your tax return. If your advisor has never asked for a copy, you should listen in. Feel free to pass on your thoughts and also subscribe to my Wisdom and Wealth Newsletter.

As always we are wishing you continued Truth, Beauty and Goodness on the road ahead. 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

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