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Phases Financial Group
703 High Street
Palo Alto, CA 94301
T: 650.313.2740
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Map and Directions
Travel Confidently: Keep Your Info Safe & Your Finances Ready
04.25.2025
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Markets & Investing
EXPLORING THE WORLD, SAFEGUARDING YOUR WEALTH Whether you're pla...
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1Q 2025 Recap & 2Q 2025 Outlook Quarterly Letter
04.09.2025
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Markets & Investing
KEY UPDATES ON THE ECONOMY & MARKETS Stocks fell in the first qua...
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Tax-Smart Strategies: Roth Conversions & 529 Plan Benefits
03.25.2025
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Markets & Investing
ENHANCE YOUR FINANCIAL FUTURE WITH ROTH CONVERSIONS & 529 PLANS ...
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