Let's Chat
When we first meet, we will start by
understanding your current situation, future aspirations, and any concerns:
- Introductions
- Fiduciary Responsibilities
- Your Financial Background
- How We Can Help
- Q & A Session
- Options
- Next Steps
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Whether you're in the planning stages or already making the most of your retirement, our classes provide education to help you take control of this chapter of life. Each month, we highlight a different strategy for planning, investing, and thriving in your golden years!
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Welcome to Planning Before Investing, our channel is aimed towards helping those interested in financial education, planning, and investing. As educators, we pride ourselves in providing unbiased education and information to those who are entering their next stage of life, retirement. This channel is an extension of the educational classes we teach. We are looking forward to serving you as best as we can!