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Competitive Edge
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Competitive Edge
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CFP®
2019-2020 Charitable Gift Giving
Getting Started
Initial Consultation
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Initial Consultation
Client Services & Communications
Monthly Newsletters to keep you apprised of the most current planning options
Quarterly, semi-annual or annual reviews (dependent upon client preference and situation mandates)
Special reports on how to help reduce your taxes and other important topics
Special Gold Medal Service Events, including Client Appreciation Events (exclusive to you and guests)
Sessions with expert speakers on topics such as Social Security, Identity Theft, Asset Protection
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