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Six Strategies For Your Financial & Retirement Portfolio In An Upside Down World

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Guide My Finances works in conjunction with RealtorsRetirement, a member benefit of the CRA and CCIM to offer continuing education as well as Financial Planning services.  We recently hosted a webinar for the group discussing the Six Strategies For Your Financial & Retirement Portfolio In An Upside Down World. 

 

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Examine Your Finances   Accumulating Wealth   Preserving Wealth   Managing Taxes   Planning for Retirement   Protecting Money
Examining Your Current Financial Situation   Accumulating Wealth   Ensuring Adequate Protection   Managing Income Taxes   Planning For Retirement   Preserving Your Wealth

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CA Insurance License #0E49845.  Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Guide My Finances is not an affiliated entity of the Securities America companies.  Securities America and it's representatives do not provide legal or tax advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information. Licensed to offer securities, insurance, and advisory services in the state of California. The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. The Registered Representative does not guarantee the accuracy and completeness, or resume liability if such events do not come to pass. Such information or opinions is subject to change without notice.

 

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