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True Wealth Design
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Comptabilité et finance
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Financial planning firm that targets couples in mid 50s seeking retirement planning advice and help coordinating planning, investments, and taxes into a coordinated retirement strategy.
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Deliverable is a 2-page document for financial advisor office that includes provided text and company branding to convey provided business process in clear, attractive, and professional manner.
** Page 1: conveys overall process with name of each step
(Benefits of process that may be included: Confidence, Clarity, Peace of Mind)
** Page 2: provides more details of steps in each process; 3 items provided for each step
(Differentiators of our firm include the following that may be included)
• True Wealth Design simplifies and streamlines your financial life.
• Proactive personal relationship to monitor your planning and stay on track.
• Deep expertise integrating your retirement, investment, and tax planning.
• Science-based and time-tested investment and planning strategies.
• All advisors Certified Financial™ Planner professionals.
• No commissions. Transparent and win-win fee structure.