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wealth management financial planning1082 .pdf

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wealth management financial planning
To round out our accounting and tax services, we also offer comprehensive financial planning and
investment advisory services via a partnership between our affiliate S&A Wealth Management,
LLC and the Kendrick Group.
The Kendrick Group is an independent registered investment advisory firm founded by Eric
Kendrick, CFP. Eric shares our "Disciplined Asset Allocation" approach and he personally
oversees the portfolio of each account under his management. Together the partnership is known
as SA-KG Advisors.

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