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9 investment pitfalls ?

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With more than 35 years combined planning experience, the founders at Crown Advisors, LLC offer a wide range of financial planning and wealth management services.

While money is, of course, quite important, we also believe that ultimately money is just fuel for your journey through life. Comprehensive financial planning recognizes that money has a tremendous impact on just how a person’s life is lived—whether it is a life filled with stress, ongoing fear of the future, arguing with a spouse, or being constantly anxious about any change in market and economic conditions, or whether it’s a life filled with peace and confidence, where they are able to put their heads on the pillow at night and sleep well, even if there is a stormy and windy financial crises surrounding them and impacting their future.

Most financial professionals focus on product and strategies. And while they might be very good at that, if those products and strategies are considered outside the emotional and quality of life component of money, they may well miss their mark. Comprehensive financial planning integrates each and every aspect of a person’s future plans so that they work efficiently, productively and heighten quality of life and peace of mind.

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Crown Advisors, LLC is not a registered investment adviser, nor an insurance company, but is the LLC that holds both Crown Private Wealth, LLC, a registered investment adviser, and Crown Insurance Advisors, LLC., an insurance provider. Important disclosures regarding the business, conflicts of interests, and other pertinent information is found on the specific entity website along with required regulatory documents and disclosures. Crown Advisors, LLC is separate but affiliated with Crown Private Wealth, LLC and Crown Insurance Advisors, LLC. All three entities have a similar ownership structure.

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The 9 Investment Pitfalls

Tips-for high net worth investors