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Our Process
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It starts with a complementary consultation to get to know each other and determine if we are a good fit for each other. After that, its just a matter of applying our founding principles listed below to every clients situation to proceed in the optimal path of attaining a client's retirement goals.
Prepare | \pri- per\ : to work out the details of : plan in advance.
Preserve | \pre 'zerv\ : to keep an idea, quality, or situation from changing or being lost.
Prosper | \pra-sper\ : to become strong and flourishing.
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