Investment Planning — Weller Financial Group

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RETURN TO RESOURCES

Is Your Financial Plan a Good Fit?

Managing Taxes on Your Investments

The Kiddie Tax

Key Planning Dates

A Financial Checklist You Can Handle

Considerations in Trust Funding

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Weller Financial Group
6206 Slocum Road, Ontario, NY 14519
P 315-524-8000 | F 877-328-1183

This communication is strictly intended for individuals residing in the United States.

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

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