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Increase Cash Flow Earn additional income and manage expenses

F I N A N C I A L S E R V I C E S W E P R O V I D E. Retirement Planning and Investing Personal Private Pension Plans Annuities 7702 Tax-Free Plans Planning for College Life Insurance Long Term Care IRAs /Roth IRAs 401(k) Company Plans Rollovers of Retirement Plans

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Increase Cash Flow Earn additional income and manage expenses

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  1. F I N A N C I A L S E R V I C E S W E P R O V I D E • Retirement Planning and Investing • Personal Private Pension Plans • Annuities • 7702 Tax-Free Plans • Planning for College • Life Insurance • Long Term Care • IRAs /Roth IRAs • 401(k) Company Plans • Rollovers of Retirement Plans • Estate Preservation • Business Owner’s Employee • Retirement Plan • The Finances of a Business Owner • Women & Investing • Financial Needs 4 1 Increase Cash Flow Earn additional income and manage expenses Proper Protection Protect against loss of family income & assets 2 5 Asset Accumulation Outpace Inflation Minimize Taxation Professional Money Management College Funds Preparing for your children’s future 3 6 Emergency Fund Save three-to-six months of your monthly income Estate Preservation Build a Legacy Minimize Estate taxes For a FREE – NO OBLIGATION Evaluation Call: 925-640-8610

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