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I offer customized financial plans for individuals and families that determine where they are, where they want to go and how to get there in the most effective and efficient way possible. I help people make and save more money, get out of debt and become properly protected and financially independent. The financial services industry focuses almost exclusively on the wealthy or high net worth client. My competitive advantage is my passion and expertise in bringing the same tools, concepts and education provided to the high net worth client to the middle income family.
Website: Click to visit us online
Phone Number: 587-920-3213
complimentary financial needs analysis.