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What Keeps You Up At Night?

Please take a moment to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may worry you.

FINANCIAL BASICS
RETIREMENT
EDUCATION PLANNING
LIFE EVENTS
ESTATE PRESERVATION STRATEGIES

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Please note that SPECTRA Asset Conservation and their representatives do not provide legal, tax, or Social Security advice.  You are encouraged to consult your attorney, tax advisor, or the Social Security Administration regarding your specific situation.

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