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** See Full Description Below **
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Description of Item |
Financial planning includes:Goal and priority review sessionBudget and savings sessionWritten financial plan that includes:Current financial statusRetirement planningInsurance planningAdvanced estate planning (not legal advice)College saving and other goals fundingInvestment planning |
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Additional Information |
card to The Tasting Room, City Center. Golf played at Wildcat + $150 pro shop |
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