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Review Keywords Analysis

  1. US
  2. IN
  3. Indianapolis
SUMMARY   Services Excellence Summary

LJI Wealth Management takes great pride in its independence, planning-first approach, and the expertise of our staff. Our goal is to offer excellent customer service and consistent communication as well as the financial guidance that you require to achieve your financial goals and personal life goals. LJI Wealth Management understands that the definition of wealth can be interpreted in many different ways. Every client has a unique path to wealth. Our mission is to assist clients in defining wealth and determining their wealth paths. We also help them to achieve financial freedom. WealthPath manages complex financial planning situations and converts them into actionable plans for your future. It takes communication and coordination to create a comprehensive plan. Our team works closely with CPAs and Long-Term Care Experts as well as Estate Planning Attorneys. We are committed to ensuring that your needs are fulfilled.

 

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very knowledgeab ... (1)
LJI Wealth Management, LLC Reviews: 3. Average Rating: 5.0
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