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Savvy Social Security Planning
Aug 23, 2025 at 8:00 am - 9:00 am

Inside Youโll Find:
- The Money-Savvy Guide to Maximum Retirement Income
- Investment & Planning Rules for Financial Success
- The Real Investment Advice Investing Manifesto
- The Savvy Financial Advice Survival Guide
- Much more!
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An objective, client-focused mission that: 1
- Avoids inflexible investment strategies based on the โbuy and forgetโ mentality
- Eschews the lack of experience and knowledge that too frequently now characterizes many brokers who frankly are better equipped to be salespeople instead of trusted financial advisors.
- Rejects the practices of many financial services companies which overlook or neglect the total, holistic financial life planning, portfolio customization and education that clients need and deserve.
An objective, client-focused mission that: 2
- Avoids inflexible investment strategies based on the โbuy and forgetโ mentality
- Eschews the lack of experience and knowledge that too frequently now characterizes many brokers who frankly are better equipped to be salespeople instead of trusted financial advisors.
- Rejects the practices of many financial services companies which overlook or neglect the total, holistic financial life planning, portfolio customization and education that clients need and deserve.