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Complimentary Needs Analysis

We help clients make money, save money and reduce taxation!

  • 1 h
  • Free
  • Zoom Meeting or In Person

Service Description

I never do business with a client on our first meeting. I simply get to know you a little better and educate you on what I do and the ways in which I assist my clients to build a better financial future. If you like what you see, then I will collect some information and set up a follow-up appointment in which I will present solutions, customized to your specific needs. No pressure and no obligation. Note: All times on the calendar are Pacific Time.

Contact Details


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