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Investing Taxes Financial Planning Education Planning Debt Management Retirement Planning Insurance Analysis Estate Planning Budgeting

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Yes, video and phone are great for me No, I prefer to meet in person I’m not sure

When do you plan to retire?

I am currently retired In less than one year 1 - 5 years 6 - 10 years 11+ years

How much money do you have in the following buckets?

Cash

Employer Sponsored Retirement

Non Employer Sponsored Retirement

Investments

$120,000

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What would you like a financial advisor to help you with?

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