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Episode 10: Will the Election Affect My Financial Plan?

December 11, 2020

Aaron and Duane discuss ways to make sure the election won’t affect your retirement.

Here are just a handful of the things that we'll discuss:

  1. Review the risk you are taking in your investment portfolio
  2. Get a Roth Conversion Review done
  3. Review your Income Plan

THIS WEEK’S OFFER:

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Get your complimentary copy of The Roadmap to Retirement Income

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 951.244.6702