. - Fluent Financial

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BUILDING YOUR INVESTMENT STRATEGY

Hidden Levers is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

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FINANCIAL PLANNING

Our goal: A comprehensive lifetime
blueprint that shows you wealth building and preservation strategies to help shorten your path to financial independence.

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WEALTH MANAGEMENT

We understand that with wealth comes responsibility.
We can help you effectively manage this responsibility, giving you more wealth-building opportunities and time
to live the life you want.

LEARN MORE ►

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BUILDING YOUR INVESTMENT STRATEGY

Hidden Levers is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

LEARN MORE ►

[/spb_text_block] [/spb_column] [spb_column col_animation=”none” col_animation_delay=”0″ col_el_class=”col-sm-4-reg” col_bg_color=”##000000″ col_bg_type=”cover” col_parallax_image_movement=”fixed” col_parallax_image_speed=”0.5″ col_padding=”0″ col_vertical_offset=”0″ col_horizontal_offset=”0″ col_custom_zindex=”0″ col_sm=”4″ simplified_controls=”yes” custom_css_percentage=”yes” padding_vertical=”4″ padding_horizontal=”4″ margin_vertical=”0″ custom_css=”margin-top: 0%;margin-bottom: 0%;padding-top: 4%;padding-left: 4%;padding-right: 4%;padding-bottom: 4%;” border_styling_global=”default” width=”1/3″] [spb_text_block animation=”none” animation_delay=”0″ simplified_controls=”yes” custom_css_percentage=”no” padding_vertical=”0″ padding_horizontal=”0″ margin_vertical=”0″ custom_css=”margin-top: 0px;margin-bottom: 0px;” border_size=”0″ border_styling_global=”default” width=”1/1″ el_position=”first last”]

FINANCIAL PLANNING

Our goal: A comprehensive lifetime
blueprint that shows you wealth building and preservation strategies to help shorten your path to financial independence.

LEARN MORE ►

[/spb_text_block] [/spb_column] [spb_column col_animation=”none” col_animation_delay=”0″ col_el_class=”col-sm-4-reg” col_bg_type=”cover” col_parallax_image_movement=”fixed” col_parallax_image_speed=”0.5″ col_padding=”4″ col_sm=”4″ padding_horizontal=”0″ width=”1/3″ el_position=”last”] [spb_text_block animation=”none” animation_delay=”0″ simplified_controls=”yes” custom_css_percentage=”no” padding_vertical=”0″ padding_horizontal=”0″ margin_vertical=”0″ border_size=”0″ border_styling_global=”default” width=”1/1″ el_position=”first last”]

WEALTH MANAGEMENT

We understand that with wealth comes responsibility.
We can help you effectively manage this responsibility, giving you more wealth-building opportunities and time
to live the life you want.

LEARN MORE ►

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TOP REASONS TO CONSIDER FLUENT FINANCIAL…

WHAT IS THE BIGGEST INVESTMENT MISTAKE THAT INVESTORS MAKE?

Are you running after returns?

Are you chasing performance?

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MITCH KRAMER, MBA, CFP®

FOUNDER & CEO

Welcome to Fluent Financial! You’ve worked hard to become successful. We understand that.

Our comprehensive approach can help you take better control of your financial destiny. We are a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.

I started Fluent Financial in 1996 and have focused on financial planning in the Dallas area for over 20 years. I am a Certified Financial Planner® and earned a BBA in Finance from Texas Tech University and a MBA with an emphasis on Strategic Planning from the University of Texas at Dallas.

Since starting Fluent Financial, we have been recognized as a Five Star Wealth Manager, one of the leading wealth managers in Texas by Forbes, and WomenCertified with the Women’s Choice Award.

How can we help you?

RECOGNITION AND AFFILIATIONS

Please help us congratulate Mitch for his 2020 Women’s Choice Award and appearing in USA Today on Friday, October 9, 2020.

Please congratulate Tabitha as well for her 2020 Five Star Professional Award and appearing in FORTUNE Magazine’s November 2020 Issue, in the Women in Wealth Section.

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