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Are You Ready For the Next Chapter?

Do you want a financial plan that fits your life goals and is easy to understand? Watch the video for a preview of the software I use. I have been providing investment advice and financial services for over 30 years to individuals, families, corporate executive and retirees.  I have used a variety of software and finally have software that works well for clients.

Also, I have been a CFP® or CERTIFIED FINANCIAL PLANNER™ Professional for almost 30 years. The CFP® designation is the most widely recognized designation, attained by only 83,000 individuals or 20% of all the financial advisors in the financial services industry. CFP®s must meet education, examination, experience and ethics requirements. A CFP® focuses on your entire financial life, not just your investments or insurance needs.

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