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Jean-Luc's Musings on Money and Life

Beyond Financial Information: Building True Financial Capability

June 7, 2025

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Investment advisory services are offered through Lucent Wealth Planning, LLC, an investment adviser registered with the State of California. Lucent Wealth Planning only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

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