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Financial Pulse Check

Have you started preparing for your financial future?

* What is your ideal retirement age?

* Have you started preparing for retirement?

* Do you have college - funding and wealth building accounts for your children?

​* Do you have the proper amount of insurance in place to provide for your family?

* Do you have a strategy to manage your debt?

* Do you have at least 3-6 months worth of savings in your account in case of an emergency?

​* Do you want to learn how money works?

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