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Dessert & Learn Series The Rule of 72 A Bucket Plan to Go with Your Bucket List

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We offer public informational classes, group presentations, tax preparation and reviews to determine if there are next steps for reducing the tax burden going forward. 

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Over 40 years of experience and a plethora of resources available to help you find the right strategy for your needs. We offer many types of strategies as well as a complimentary consultation. 

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One of the best ways to pursue your goals is to put a plan into action. We will assess your situation and give you suggestions to help you pursue your goals, on your time horizon.

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Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundational process.

Whether you are young in the financial process or nearing/enjoying retirement, we are here to help you understand the fundamentals of successful strategies to help you plan for your financial future. We believe every solution should be a strategy based on the investors goals and objectives, that's why we do not start with tactics (or products) but rather find solutions that work for your situation specifically. 

We believe that financial planning is not a one time meeting but a process of regular communication, educational opportunities and situational updating. As your life changes, so should your financial plan and approach. Contact us to set up your Complimentary Consultation.

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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