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Home | Phil Wheat, CFP® and Lori Givens, CFP®

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Learn More. A Fruitful Retirement: Social Security Benefit. Taking your Social Security benefits at the right time may help maximize your benefit. Learn More. It’s never a bad time to speak with your financial advisor about changes in your situation. Learn More. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Learn More. Serving the communi...

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Home | Phil Wheat, CFP® and Lori Givens, CFP® | wheatgivens.com Reviews

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Learn More. A Fruitful Retirement: Social Security Benefit. Taking your Social Security benefits at the right time may help maximize your benefit. Learn More. It’s never a bad time to speak with your financial advisor about changes in your situation. Learn More. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Learn More. Serving the communi...

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5 your needs

6 your team

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8 giving back

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Home | Phil Wheat, CFP® and Lori Givens, CFP® | wheatgivens.com Reviews

https://wheatgivens.com

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Learn More. A Fruitful Retirement: Social Security Benefit. Taking your Social Security benefits at the right time may help maximize your benefit. Learn More. It’s never a bad time to speak with your financial advisor about changes in your situation. Learn More. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Learn More. Serving the communi...

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wheatgivens.com

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Tools | Phil Wheat, CFP® and Lori Givens, CFP®

http://www.wheatgivens.com/tools

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Experience and Education Matter. At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER. To see how experience and education can make the difference in reaching your financial goals. . How the Federal Reserve Works.

2

Retirement | Phil Wheat, CFP® and Lori Givens, CFP®

http://www.wheatgivens.com/resource-center/retirement

Have A Question About This Topic? We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Experience and Education Matter. At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER. Where will your retirement money come from? Perception vs. Reality. Here's a look at severa...

3

Client Resources | Phil Wheat, CFP® and Lori Givens, CFP®

http://www.wheatgivens.com/p/client-resources

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Experience and Education Matter. At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER. To see how experience and education can make the difference in reaching your financial goals. . How the Federal Reserve Works.

4

Giving Back | Phil Wheat, CFP® and Lori Givens, CFP®

http://www.wheatgivens.com/p/giving-back

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Experience and Education Matter. At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER. To see how experience and education can make the difference in reaching your financial goals. . To find out more! Each day, t...

5

Tax | Phil Wheat, CFP® and Lori Givens, CFP®

http://www.wheatgivens.com/resource-center/tax

Have A Question About This Topic? We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Experience and Education Matter. At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER. Tax Rules When Selling Your Home. You May Need to Make Estimated Tax Payments If. Have A Qu...

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Our Members | BNI Business Network International -North Collin

http://bninorthcollin.com/our-members

Our Key to Success. Each one of our members is dedicated to growing each others business with the quality referrals we exchange weekly at our chapter meetings. We’re dedicated professionals, just like you, looking for the most efficient and cost effective way to generate business. Did you know that the cost for a years membership withing BNI is comparable for most half page publications in your local community? WHEAT GIVENS - CERTIFIED FINANCIAL PLANNER. A REGISTERED INVESTMENT ADVISORY Firm. Website: Th...

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wheatgivens.com

Home | Phil Wheat, CFP® and Lori Givens, CFP®

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Learn More. A Fruitful Retirement: Social Security Benefit. Taking your Social Security benefits at the right time may help maximize your benefit. Learn More. It’s never a bad time to speak with your financial advisor about changes in your situation. Learn More. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Learn More. Serving the communi...

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