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Palm Coast, FL, 32137

386 445 9911

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FINANCIAL PLANNING

FINANCIAL PLANNING

Paying off debt can be a great investment. Make a checklist for 5 years out and write a list of goals you would like to achieve. Save as much money as you reasonably can. Establish and define the client-adviser relationship. Gather information, discuss goals and objectives. Analyze your overall financial situation. Put your plan into action and monitor your plan. You will be pleased with the progress as its slowly builds.

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Heather Keller

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