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Newmarket Financial Planners

 

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Financial Affairs In Order

I offer a personalized confidential service that includes: Organizing and documenting your current financial situation... for your peace of mind or for your executor/children; Providing insight and education about your current financial situation, including explanations of the insurance and investment products that you own, potential gaps and options to improve your situation; Executor Assistance in creating a final financial snapshot. I have 25 years of experience in the financial services industry. I do not sell products, just wisdom.

 

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