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Financial Planning After Loss: A Widow’s Financial Roadmap Series
Amber Schiffert 10/16/25 Amber Schiffert 10/16/25

Financial Planning After Loss: A Widow’s Financial Roadmap Series

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  • PRIVACY POLICY

    TARA Wealth considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic, and procedural controls to protect client confidentiality. We may use personal information about you to assist us in completing your investment strategy and/or financial plan evaluation. We only share information about our clients within the TARA Wealth firm. At TARA Wealth, we will always restrict access to personal information to those who require it to provide products or services to you. The only time we will provide any information about you, or your financial information, is with your express, written consent as required by law.

    If you have any questions concerning this or other TARA Wealth policies, please contact us by email at hello@tarawealth.com.

    TARA Wealth I hello@tarawealth.com I 207 Millbrook Rd Ste 210, Raleigh, NC, 27609 I October 2025