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Can you retire well if your investment dropped 15-30 percent just when you decide to retire?
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What if we told you that by structuring your finances in certain ways and handling the seven (7) major risks you face at retirement, you could position yourself well financially for life, gain respect of your friends, and the admiration of most. Easier said than done!
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"To us, it is about relationship, not transaction and we like to keep it that way. Our goal is to help you preserve and grow your money/assets, provide thoughtful actionable ideas or insights to help ensure you avoid unintended penalties and taxes so you can enjoy a financially worry free life! We work with only a few carefully selected people to become long-term clients and we shower them with attention. May be old fashioned, but that is our way."
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P.O. Box 572 Winton,
CA 95388 - (408) 396-0369
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