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2023 Last Chance Financial Planning Check List

 Hello!


I hope you and your family are doing well!

Next week I am sending out the 2023 Last-Chance Financial Planning Checklist to all friends, family, and clients. It's a quick way to determine if you need to take any actions before the end of the year. 

It's a simple checklist that covers only those areas that need attention at year end – taxes, retirement savings, investments, insurance, and medical. It might take you five minutes, tops.

If you would like a copy of the checklist please message me back with your email address and I will be sure to email you a copy.

If you know someone who could use this checklist, let me know. I will make it available to anyone who could use the help. Just reply to this message with their name and contact information, and I'll see they get the checklist.

I wish you and your family a very HAPPY AND SAFE HOLIDAY SEASON AND NEW YEAR!

Thanks, and please let me know if I can be a resource for you in any way!

Best regards,

Cyril

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Four Financial Management, a registered investment advisor and separate entity from LPL Financial.

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