Welcome to this week's episode of Wisdom and Wealth where  our calling is to enable you to fulfill your own! Today I walk through the role that Charitable and Philanthropic giving can play in your financial plan.  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

Music by bensound.com

Music by bensound.com