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150A Andover Street Suite 2 Danvers, MA 01923

978.777.6554
rcella@ipswichfinancial.com
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Are You on the Path to Financial Wellness?

photo of Unlocking the Treasures of Financial Wellness ebook cover

Make Your Way Through the Muddle of Money Management

  • Learn how to prepare for uncertain moments that happen during a financial journey
  • Learn how to set lasting goals to shape your future
  • Create a strategy to stay smooth and steady through life's emergencies

Learn How to Chart the Course to Financial Wellness

Learn & Earn

Learn & Earn

The first step to creating financial wellness is knowledge.

Create a Budget

Create a Budget

Building a budget may be the single most important step to financial wellness.

Set Goals

Set Goals

Budgeting establishes a foundation and setting goals creates your direction.

"You determine what you have and want to do in your life, and strict money management helps create the catalyst for shaping your future."

- From Unlocking the Treasures of Financial Wellness

Chart Your Course
How Are You Pursuing Financial Wellness?

How Are You Pursuing Financial Wellness?

This ebook serves as a guide to help equip you and your family on your journey to financial wellness. Use it as a tool to help you paint your vision of a prosperous future.

It's Time to Focus On Your Goals.

Download your complimentary ebook below to learn more about unlocking the treasures of financial wellness.

Download Now

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.