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Business Description |
| As a qualified financial consultant, I analyze your personal financial situation and prepare a program designed to help you meet your financial goals and objectives — that is, a doctor for your financial health.
I assess your risk tolerance, analyze your resources and current asset allocation, take into account your tax liability, and make investment recommendations in the form of a written financial plan that will help you to achieve your goals. The plan will ensure that your current and future assets are used to their best advantage given your current financial situation and your financial goals.
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| Prepared By: |
Kenneth McLellan |
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