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Southern Wealth Management

Because trust is a precious currency.™

  • Home
  • About
  • Philosophy
  • Capabilities
  • Advisors
  • M Financial Group
  • Contact
    • Dallas
    • Midland
    • New Orleans
    • San Antonio
  • Client Login
  • Blog

Monthly Archives: July 2021

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Mid-year Check-in: Are You on Track?

UncategorizedBy Allyson BreauxJuly 1, 2021Leave a comment

It’s hard to believe, but we’re here – 6 months into 2021. July 1st marks the half-way point of the calendar year and serves as an opportunity to check in with yourself, your goals, and your intentions. With the hustle and bustle of life, it is easy to overlook life changes of all sizes and…

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