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LET'S MEET

Do you have general questions about finance? Maybe you have a vision of the perfect retirement? Whatever your goals are, you might not know where to begin. Let me guide you. I have the knowledge and experience to fit your specific needs.

While they aren't necessary, it can be beneficial to have this information on hand prior to our meeting:

Financial/Quarterly Statements

Life Insurance Statement

Pay Stubs

Social Security Statement

State Pension Statement

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