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    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
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    • Retirement & Estate Planning for Texas A&M University employees
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TRADITIONS WEALTH ADVISORS
  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact

Spirit Fiduciary Partners

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Your money matters. We take the utmost care of your organizations investments and work with you and your parish to plan for the future.

Benefits of planning for your organization’s investment future:

·       Gain peace of mind and spend less time managing your organization’s investment.

·       Obtain continuous professional attention to your investment portfolio and evolving situation.

·       Coordinate disjointed financial matters into a coherent plan.

·       Plan for and maintain financial independence.

·       Identify realistic and measurable goals.

·       Invest more and spend less in the process.

·       Learn more about prudent investing to minimize strategic mistakes

Spirit Fiduciary Partners

Let our team work for you. Call 979-694-9100 or
email michael@traditionswealthadvisors.com.


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TRADITIONS WEALTH ADVISORS
2700 Earl Rudder Frwy South, Ste. 2600
College Station, TX 77845
OUR SERVICES
- Wealth Management & Financial Planning
- Investment Planning
- Spirit Fiduciary Partners
- Retirement & Estate Planning for Texas A&M University employees

VISIT OUR BLOG:  Stay current with industry news and tips.
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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact