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Dax Wealth Management Package

$750

Description of the Item:

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One year of comprehensive financial planning. The will discuss financial goals and review current financial position to develop a comprehensive financial plan including:

Create a plan to accumulate and safeguard your assets

Create strategies to manage your cash flow and everyday life

Fund investment strategies to reduce your tax burden and plan for retirement

Plan for any other purchases you may have such as buying a home, saving for a child's education, or another purchase

Ensure that proper estate planning is in place

Help you and your loved ones achieve financial independence

Donated By Angela A Dax and Jacob A Dax