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READY TO TRANSFORM YOUR FINANCIAL LIFE?
I’ve partnered with Rooted Planning Group to offer services to help you with all your financial, investment and tax planning needs.
Average Fee: $550 per month *Based on Complexity
Ready for a comprehensive, deep-dive into your financial life? Then this long-term relationship with ongoing recurring services covering financial, investment and tax planning is for you. Dive deep into the following areas during monthly meetings:
Cash Flow & Debt Management
Employee Benefits Optimization
Tax Planning Strategies
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