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Financial Planning for Affluent Families
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Financial Planning for Business & Non-Profits
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Call us at: 239-939-3235.
Click here for our address and a map of our location.10 Questions to Ask Before Hiring a Financial Planner
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Valuable Information for Affluent Families
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Valuable Information for Businesses & Non-Profit Organizations
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Recommended Reading for Affluent Families
– from our financial planning education series
On Your Own
Alexandria Armstrong, CFP®
Mary R. Donahue, PhD
A widow’s passage to emotional and financial well being.
In this updated and revised fourth edition of this bestselling classic, you will follow the stories of four widows of different ages and circumstances whose road to recovery illustrates how you can best achieve emotional & financial well being. Click here to learn more..
The Ultimate Gift
Jim Stovall
“At age 24, Jason Stevens knows that all the best things in life can be bought. Until his billionaire uncle makes a bequest from the grave that threatens to redefine his greatest asset of all ……….his character”
Barron’s Finance & Investment Handbook (6th Ed)
by John Downes, Jordan Elliot Goodman
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