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Complimentary Initial Financial Review / Checkup*

  • Offering a high level investment portfolio review
    • Are all of your proverbial "eggs" in one basket?  Is a there a current  investment strategy in place?
  • Insurance policy review
    • What was the initial purpose of the policy and does it still fit the need?
      • Are beneficiaries up to date?

*when you bring the following current items to our office

  • Insurance policies in place (Life / Disability / Long Term Care / Home & Auto)
  • Quarterly investment statements

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