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Family and Money Matters(TM)

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Service type
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About
Financial Planning with no strings attached to a large financial institution. Offer consulting fee neutral and objective strategies to help you and your family improve your financial well being Enjoy seeing my clients get back their financial independence and feel they have more control, understanding and organization to keep growing.
Overview

3 employees

16 years in business

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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I travel to my customers

Projects and media
Projects and media
Reviews
5.0

2 reviews

5

100%

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Maybel P.

May 11, 2017

After attending poderosas live of people en Espanol, where I met, Elaine during her lectures. She came across as professional you can trust and rely on. I contacted her as a planner, and she gave me great tips to improve my finances.
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Andy S.

Nov 3, 2016

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