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All materials below are proprietary to AverTrust Wealth LLC unless indicated otherwise.  Please contact us for permission to use our content.

Financial Survival During a Career Transition Worried about the financial impact of a layoff or buyout?  Need tips on how to minimize your spending? We have a complete presentation that can help you manage the financial challenges of layoff, early retirement or buyouts.  Request it now-->

How to Set and Achieve Effective Personal or Business Goals This article and worksheet was provided to several women's organizations in Michigan to create and achieve effective goals, but it can really help anyone with financial, personal and business goals.  Request it now-->

Personal Financial Self-Quiz Are your financial house and personal business in good order?  Have questions about your results? Are there concerns that need to be addressed quickly? Be honest when you complete the form.  We can help you.   Request it now-->

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