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Seeing the Big Picture – Financial Planning

Seeing the Big Picture – Financial Planning

I focus on four simple areas to keep you S.A.F.E. and E stands for engagement. Over a 30 plus year career you can collect a lot of assets and build up some significant wealth on your balance sheet. You worked hard and focused on your career and family.  Over time the collection and solutions may not be working together efficiently and can often work at cross purposes to each other. See Lessons from the Winchester Mystery House. ‚ÄčAs you begin to…

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