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Services designed to help you gain confidence with your money
Growing Family and Accumulation Years
Planning for the Multi-tasking Middle Years
Federal Employees, School District Employees
A Comprehensive Financial Plan that takes into consideration everything going on in your busy life
Targeted Financial Planning for Wealth Builders to Grow the Family Tree
I've been in this business a long time, in that time, I've developed a process for working with my clients designed to put them in the best position to succeed.
Asking the right questions to get a picture of where you are today.
Getting a clear, complete and mutual understanding of what your goals are for the future
How attainable are your goals, which goals are most realistic, which are your priorities?
Exploring what actions you need to take to get where you want to go and building upon the conversation over time.
Do you want to get answers to the financial questions that will impact you but don't know where to start? Click on the link below to get a questionnaire. There are a number of topics and life events listed to help you narrow your focus with answers designed to help you gain confidence with your money.
There's no cost or obligation and you decide if you want to continue to receive information.
Download the file and open it so you can complete it and email it back.
Answering The Financial Questions That Count
Contact me about your unique benefits systems and discounted services if you are working in one of these "Special Groups"
* Jay Ennis, Focus Financial and Osaic Wealth, Inc. are not government entities or government employees nor are they affiliated with any government entity.
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