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When it comes to your finances how important are the following?
Having a personalized financial system that outlines strategies to keep me on track and reach my goals.
Very Important
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Knowing if I am on track for (retirement, travel, childs education, new home purchase, etc.)
Very Important
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Learning tax strategies that could help my family/business now and in the future.
Very Important
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Knowing my family and I are properly protected and prepared in case of illness, injury or loss.
Very Important
Important
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Understanding my investments and knowing they are being monitored regularily.
Very Important
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