One of the greatest missed opportunities I'm seeing with new prospects at the moment is how much they're leaving on the table due to their safety biases.

If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would love to meet and see if we're a great fit.

Walk & Talk 🎥

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David Caviness, CFP® on:
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• Website: https://cavinesswealth.com/

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