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The Fit Wealth Advisor

Empowering you to achieve your financial goals through informed decision-making and strategic planning.

5 Smart Tax Moves to Make Before Year-End

Sep 09, 2025

What Is Your Real Financial Freedom Number?

Sep 02, 2025

Should You Use an IUL as a Retirement Plan? Here’s What You Need to Know financial advisor financial future financial planning Aug 05, 2025

Helping high-income families grow and protect their wealth — without falling for financial fads. 

You’ve probably seen or heard the: 

“Tax-free retirement income!” 

 “Be your own bank!” 

 “Never l...

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AI & Your Financial Future ai financial advisor financial energy financial future financial planning Jul 22, 2025

A Smarter Wealth Strategy for Those at the Top of Their Game 

AI isn’t coming — it’s already here. And as a mission-driven entrepreneur, you don’t have time to ignore it. 

The question isn’t “Will A...

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