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Bookworm Financial, LLC
Bookworm Financial, LLC

Bookworm Financial, LLC

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Service type
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Introduction
My service begins with organization and automation of records and processes which leads to much more efficient financial/tax planning and compliance. I enjoy helping my clients understand what needs to be done and why in their small to medium sized business and with their personal finance.
Overview

11 years in business

Business hours

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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I work remotely (phone or internet)