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Financial Wellness Check-Up

Examples of topics we cover during our client appointments:

    Discovery / Needs Assessment

     Personal Values Conversation

     Set and Review your Financial Goals

     Your Spending Plan

    Debt Management

     Establishing a proper Emergency Fund

    Life Insurance Needs Analysis

    Using Tax-Advantaged investments + income streams

✓     Solutions for Financial Independence

    Getting to the 0% Tax Bracket for Retirement

Take the next step with RockStar Financial.

Please contact us today to find out how!

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