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Having a financial plan right after my mom passed was the small sliver of simplicity in what was otherwise a very confusing time.

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Wealth Management Strategies And Trust Services Based On Biblical Principles

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Wisdom for Wealth. For Life.

Advising on $59 billion in assets, Blue Trust serves over 10,000 individuals and families by applying technical expertise and biblical wisdom to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. **

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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**All financials are as of 6/30/24 and subject to change.

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