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November 2018 Newsletter

November 2018 Newsletter

September 2018 Newsletter

September 2018 Newsletter

Pass the Word…

TrueWealth is looking to hire a full-time Receptionist/Administrative Assistant at our Carroll location.  We are searching for an outgoing individual to be the face and voice of our company.  This position includes both receptionist and administrative functions.  A successful candidate is someone who:

  • Regularly demonstrates integrity, honesty, teamwork and professionalism
  • Displays patience, empathy and genuine caring for others
  • Is intuitive and has a proactive approach to serving others
  • Has strong work ethic and takes ownership of his/her work
  • Thrives on busy phones and lots of activity
  • Successfully handles multiple projects, priorities and deadlines simultaneously
  • Exhibits a professional, polished demeanor at all times

If you or someone you know is interested in this position, please apply by forwarding your resume with a cover letter and salary requirements to:

Human Resources, PO Box 665, Carroll, IA 51401

2015 Matson Money Investor Symposium

Save the date August 27-29, 2015 at the Duke Energy Convention Center in Cincinnati, Ohio.

Join us for Matson Money’s 3rd Annual Investor Symposium! This year the focus is on the future and Investing Forward! This conference will help you see how your investment philosophy and strategy will work into the future and how the next generation can benefit from embracing the values and purpose you have defined for your money.

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Our Purpose

To spread freedom in the world by empowering families to discover their purpose in life, then live it.

Our Vision

To create a world where life shows up as abundant.

Our Mission

Through world class coaching, we tailor our clients’ financial needs to their purpose, American Dream, and life-long game plan.

Our Core Values

Coaching
Trust
Integrity
Excellence
Freedom