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Business Description |
| I take an educational approach to advising; teaching clients to have a different relationship with their money and how to plan for the long-term. I offer full financial advising services, from building, to distributing wealth, to preserving and transferring wealth. I work with a Trust Attorney to assist in Estate planning and can refer to a CPA to complete the process. |
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| Prepared By: |
Jennifer Ford |
| Most Recent Update: |
07/02/2008 |
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