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This site acm.wfadv.com states the following, "Our goal is to develop a relationship with you in which we play a key role in your financial life." Our analyzers observed that the webpage also stated " The first steps include identifying your risk tolerance and goals, prioritizing them, and crafting a plan to help you realize your vision for the future." The Website also stated " Our team will provide ongoing monitoring and advice for your personalized plan while tracking your progress as you pursue your financial goal. Who Needs a Succession Plan? Focused on College Funding." The website's header had Jason Artof as the most important keyword. It was followed by Joel Chitiea, Paul Artof, and Richard Stonley which isn't as ranked as highly as Jason Artof. The next words the site used was Artiea Capital Management. Westlake Village was also included but will not be understood by search parsers.