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The best time to lay the proper foundation for your
financial future is NOW.
 
What is important to you in your life?
   
What do you want your life to look like in 5, 10 and 20 years down the road?
   
How do you want to spend your retirement years? Do you want to travel?
   
Spend more time with family?
   
Own your own business? Do volunteer work?


These are just some of the questions that we will visit together as we work together as a team to determine an appropriate plan for you.



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Sara Finkelstein

A place for mom
(Senior Resource Guide)
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