Make managing your personal finances easy by registerring for the 90 Day Check-up. We will arrange 4 annual consultations that will provide you with the resources necessary to manage your portfolio to it's best potential.
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A goal setting system that helps to set financial goals every 90 days - a unique process to ensure your financial well-being. Services available include:
- Analysis of current financial situation
- Risk evaluations
- Recommendations for possible investment changes to current status
- Follow-up appointments to discuss specific investment choices
- Unlimited telephone consultations
Also available is a referral group of Professional Alliances including:
- Accountants
- Attorneys
- Automobile Dealers
- Bankers
- Contractor Services
- General Insurance Brokers
- Marketing & IT Specialists
- Mortgage Brokers
- Real Estate Brokers
- Tax Specialists
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