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Wealth building and management
Learn how to use your assets to create additional income
Various wealth building techniques, including investment and savings are recommended based on a client's financial tolerance and desired lifestyle that will provide continuous growth of income before and beyond retirement.
OptinOptions include
*stocks
*bonds (municipal, treasury, corporate, mortgage-backed, etc.)
*mutual funds
*annuities
*retirement
*college savings/529 plans
*credit counseling/ budgeting
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