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Your Financial Plan is Broken

Writer: Greg LukenGreg Luken

Updated: Feb 12

Seven mistakes the affluent make (and how to fix them).


Discover the tools and strategies to ensure your financial plan works for you

Did you know that one in three people with wealth lose it within a decade? Just because you become a millionaire, penta-millionaire or decamillionaire doesn't mean you'll keep it.


This free report, “Your Financial Plan is Broken: Seven Mistakes the Affluent Make (And How to Fix Them),” reveals:


  • The most common errors even high-net-worth individuals make.

  • Practical strategies to protect your financial legacy and grow your wealth.

  • Actionable insights to avoid costly missteps and make smarter money decisions.


Discover the tools and strategies to ensure your financial plan works for you—not against you. Get your free copy now and gain the clarity to safeguard your future.




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Investment Advisory Services are offered through Luken Investment Analytics, LLC (“LIA”). LIA is registered with the Securities and Exchange Commission (“SEC”) as an Investment Adviser. Registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. This information is believed to be accurate, but is not warranted. It is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk. Past performance does not indicate future results.

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