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Kelly Kipnis, CFP®, CDFA®
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Kelly Kipnis, CFP®
2536 Countryside Blvd
Ste 601
Clearwater, FL 33763-1633
O: 727.796.5555
D: 727.712.4620
C: 727.215.4767
F: 727.791.3944
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Why the “no debt” approach isn’t optimal for every investor
Your portfolio can be the key to managing cash and maintaining flexibility.
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