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Tired of looking at your 401k statements, not knowing if you're doing it right?
You've got retirement plans scattered at old employers and need help sorting out your options.
You're saving money at the bank. You feel there are better options but don't know what they are.
Do we have enough money to retire with dignity and independence?
How do I manage my money to last a lifetime?
How do I pay for college for the kids?
ESA, 529, UGMA/UTMA, pre-paid plans…where do I start?
What does college cost?
Will my loved ones be OK without my paycheck?
Protect your family from undue hardship in the event of untimely death or disability.
What investments do I pick and what percentage to each one?
Custom 401k recommendations for one flat fee.
You implement the recommendations.
Free Portfolio Risk Analysis
Phone: (727) 385-1497
Fax: (813) 994-1454
18175 Portside Street, Tampa, Florida 33647
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL.
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