The 119th Congress was sworn in last week, with Republicans holding the majority in both the Senate and the House. We share four policy mistakes that could derail our bullish policy outlook.
Sweet Financial Partners
Financial Services
Fairmont, Minnesota 609 followers
Possibility comes to those who create it.
About us
We simplify our clients’ lives and inspire them to build a bigger future with our passion for service and our innovative guidance. The foundation of an enduring, inspiring relationship is to first know what is important to you. This takes much more than asking a few questions, it takes an in-depth, thought-provoking conversation. Through this, you will be able to determine if you are simply looking for investment management, or if you have a burning desire to dig deep, live a more fulfilling life, and embrace a deeper meaning for retirement than simply money. Sweet Financial Partners 1300 S. Prairie Avenue Fairmont, MN 56031 507-235-5587 Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.
- Website
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http://www.sweetfinancial.com
External link for Sweet Financial Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Fairmont, Minnesota
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Retirement Distribution Planning, Wealth Management, and Financial Services
Locations
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Primary
Get directions
1300 S Prairie Street
Fairmont, Minnesota 56031, US
Employees at Sweet Financial Partners
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Bryan Sweet, CLU®, ChFC®, MSFS
Design the Retirement You Can't Wait to Wake Up To ►Creator of the Dream Architect™, Ultimate Advisor Coaching, and the Elite Wealth Advisor…
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Women Forward
Women Forward Group at Sweet Financial Services, Inc.
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Justin Bruellman
Marketing/Video professional with 6 years of experience creating engaging content that envisions your companies voice.
Updates
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Financial planning in your 20s differs greatly from planning in your 50s. Learn how your financial plan will change over your lifetime. https://lnkd.in/gaRtkcaq
How Will My Financial Plan Change Over the Course of My Life?
sweetfinancial.com
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To end the year, we’re sharing our top insights and charts to help investors as they head into 2025. Get helpful advice to keep in mind when the market experiences its normal ups and downs next year. https://lnkd.in/gJQr-v83
Market Commentary: Seven Important Things to Remember In 2025
sweetfinancial.com
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When is the best time to pass your wealth on to the next generation? That depends on your goals. Our “Guide to Gifting to Your Heirs” explores the questions and potential tax implications for you and your loved ones. Download this complimentary guide at https://lnkd.in/g-87jx25
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Looking for a smarter way to make a bigger impact with your charitable giving? A Donor-Advised Fund (DAF) could be the solution. Learn how this flexible and tax-efficient tool can help you support the causes you care about most. https://lnkd.in/gfe2z9Q8
How a Donor-Advised Fund Can Help Your Charitable Giving
sweetfinancial.com
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Give with intention and impact! Discover smart strategies for charitable giving that not only benefit the causes you love but also provide financial advantages. From donor-advised funds to estate planning tips, learn how to align your generosity with your goals. Read the full blog: https://lnkd.in/gBSbgasu
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It takes relentless determination to build a successful investment management firm from the ground up. But, it can be done! David B. Perkins, CAIA made it happen, and now he’s here to share his incredible story. Get ready to be inspired and rethink the vision for yourself, your team, and your company! Take a step forward in nurturing your leadership qualities with today’s release featuring David Perkins, CEO and co-founder of Gondola Partners: https://bit.ly/TDAep68 What's one thing you’ll focus on today to become a better leader? #Leadership #Inspiration #TheDreamArchitectLife #FinancialInnovation #SweetFinancial #DreamsArePossible
Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)
the-dream-architect.blubrry.net
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❌Wrong attitude. ❌Wrong school. ❌Wrong everything. Today’s guest was told that he couldn’t be successful because he didn’t fit the mold. What did David B. Perkins, CAIA do? He rose to the challenge!💥 Check out this clip, and then find out what happens next on this all-new episode of The Dream Architect Life. 🎧 #TheDreamArchitectLife #OvercomingOdds #AttitudeChange #Success #SweetFinancial #DreamsArePossible