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Your Business & Personal Life Are Deeply Intertwined.

Business owners frequently face daunting

challenges, both professionally and

personally. We not only solve problems for

our clients, but we also anticipate them.

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FINANCIAL SECURITY

We understand the daunting task of securing your future financial security.

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BUSINESS SUCCESSION

We understand that business succession is a perpetual planning event.

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Intentional Logic is an empowering approach that champions clear reasoning, purposeful decision-making, and strategic planning to help you achieve your most significant goals. By adopting this mindset, you can make deliberate choices that align perfectly with your overarching objectives, ensuring that every action propels you forward. Remember, success is not merely a matter of chance; it is the outcome of thoughtful and purposeful effort.

Bridging Gaps is all about identifying the differences between your current reality and your aspirations, then taking bold steps to close those gaps. Whether in your personal or professional life, this might mean leveraging educational resources, developing a personalized action plan, nurturing valuable connections, or refining systems to facilitate continuous and effortless progress. 

Seize control of your journey—strategic and intentional actions are your most powerful tools for unlocking your true potential and achieving enduring success. Embrace this approach and watch as you transform your dreams into reality!

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Send Marianne a message
 and she’ll get back to you shortly.

Or call Marianne at (949) 341-4313

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Marianne Ehlers, CEPA®, Investment Advisor Representative

17400 Laguna Canyon Rd, Suite 125 - Irvine, CA 92618

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Osaic Wealth does not provide tax or legal advice.

Check the background of this investment professional on FINRA’s BrokerCheck

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This communication is intended solely for individuals residing in CA, HI, IL, and VA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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© Marianne Ehlers 2025

 

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