April Resource Spotlight: Better Pockets Financial
Services Provided:
Financial Planning in the following areas:
Statement of Financial Purpose
Employee Benefits Optimization
Insurance & Risk Review
Real Estate
Equity Compensation Strategy
Social Security Optimization
Charitable Giving Strategies
Elder & Long Term Care
Student Loan Repayment & College Savings
Savings and Debt Strategies
Budget & Cash Flow
Tax Planning Strategies
Estate Planning
Retirement Planning
Inheritance & Legacy Planning
*Financial planning packages are available as both Ongoing Financial Planning with or without Investment Management
Contact Information:
Phone Number: 970-222-0302
Email Address: ClintE@BetterPocketsFinancial.com
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