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Finding Your Fit

TIMOTHY P. BOGERT, CLU, ChFC, LIC, AIF® is a Financial Consultant for people who want to invest in their family’s future.

Client Centered

He has practiced a values-based method of financial planning for over 35 years and defines his job as helping people make smart choices about their money with the goal being, no matter what happens in the market, economy, or the world, they have a higher probability of achieving their goals for the reasons that are important to them.

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It May Be Time for a Financial Checkup

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