Your Family, Your Finances

Declutter your Financial Plan!


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Do you keep up with your email, or do you fall behind?  I’ll bet a lot of things get lost in that email pile!  Can’t the same thing happen in retirement planning?  How would you go about cleaning up a client’s ‘financial clutter?

Clean Up Your Financial Plan with John today! 

 

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Your Family, Your FinancesBy John Merkel