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Financial Paraplanner Qualified Professional (FPQP™)
Senior Tax Associate, Enrolled Agent
Certified Investment Management Analyst®
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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