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“goal planning”

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  • www.investlpg.com

    Legacy Planning Group

    Legacy Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients, we strive to help create financial stability, security, and independence. As a fiduciary, it is our obligation and our top priority to help you meet your financial goals.

  • stonearchlaw.com

    Stone Arch Law Office, PLLC

    Our law firm has more than six years of practicing in the estate planning arena. Our goal is to help people with their estate planning documents to make sure that their families are taken care of even after they pass away. Open up the door to an array of helpful estate planning tools at Stone Arch Law Office, PLLC. Our dedicated staff is always available to help. With convenient office hours throughout the week, our one-stop shop is precisely what you need. Call us today to speak to an estate pl

  • goshofinancialgroup.com

    Gosho Financial Group

    Gosho Financial Group offers world-class financial planning and investment strategies to clients in many walks of life. Whether you need financial planning for retirement or any other life goal, our worldwide perspective can help manage any number of custom portfolios including stocks, bonds, exchange-traded funds (ETFs), or mutual funds. Our founder and CEO Carol Gosho is Certified Financial Planner and a veteran of the financial services industry. Carol brings years of experience helpin

  • goshofinancialgroup.com

    Gosho Financial Group

    Gosho Financial Group offers world-class financial planning and investment strategies to clients in many walks of life. Whether you need financial planning for retirement or any other life goal, our worldwide perspective can help manage any number of custom portfolios including stocks, bonds, exchange-traded funds (ETFs), or mutual funds. Carol Gosho, CFP®, a veteran San Francisco investment advisor and Certified Financial Planner™, has been helping clients define and achieve their financial goa

  • www.pelicanwealth.com

    Pelican Wealth Advisors, LLC

    We are a unique investment consulting company, which specialize in providing risk free independent solutions for retirement income and legacy planning. Our goal is to improve the financial lives of our clients by using our services which include fixed income portfolio strategy, strategic investment portfolio strategy, tactical investment portfolio strategy, lifetime income annuities, retirement solutions and estate planning.

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