Mark Loftis, Financial Advisor
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New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financi
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7 Costly Financial Mistakes That Can Quietly Derail a Growing Startup From weak bookkeeping and tax missteps to contractor errors and missed incentives, these seven financial mistakes can quietly drain cash, increase risk and slow startup growth before founders even notice.
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I’ve Never Seen Leaders This Stressed. Here’s How to Stay Grounded When Everything Feels Urgent. The modern leadership challenge isn't just managing pressure — it's preventing it from accumulating, and small, intentional moments of clarity, connection and joy can make all the difference.
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Address
949 S. Shady Grove Rd. , Suite 300
Memphis, TN
38120
