Welcome to this week's episode of Wisdom and Wealth where  our calling is to enable you to fulfill your own! In today's episode,  we explore how to understand if your needs are being met. What are some of the signs of being oversold and underserved? 

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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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