Complimentary Consultation

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Review/Establish savings plan:     YN   Review/Establish budget:       YN

Review/Establish investment plan: YN       Reduce/Eliminate Debt:      YN

Review/Establish retirement plan:  YN    Increase retirement income:     YN

Review investment risk/return:     YN    IRA rollover:            YN

Review/Establish insurance plan:   YN    Charitable and/or Estate strategies:YN

Review/Establish employee benefits:YN    Key-person or buy/sell insurance:   YN

Other / Details: