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Strategy

Simplicity

Superior service

 

Transition

 tran-si-tion [tran-zish-hu-n]

 noun:  to change from one place to another

 

Transition--or change--can come slowly or quickly, be happy or distressing, be beneficial or depleting, and can occur for many reasons:

  • Job change

  • Marital change

  • Additions to the family

  • Additional financial responsibilities

  • Health issues

  • Retirement

  • Loss of a loved one

  • Sudden wealth

 

Transition always has financial implications.  It also brings with it emotional anxiety--even if the change is positive. Why?  Because transition moves us from the familiar to the unfamiliar.  So take advantage of our experience and empathy to guide you during the uncertain times of transition.  We help you strategize, simplify and relax.  We assist you in making wise decisions, helping you avoid financial pitfalls, and making tax-advantaged choices. 

 

So don’t go through transition alone.  We’re on your side.  Let's navigate through transition together.

 

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All content © 2022 Tuggle & Russell, LLC

 

Investment advisory services offered through Tuggle & Russell, LLC, a State of Texas registered investment advisor.

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This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Lois Russell at 972-788-4703.

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