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Acid Tests & Planning Software
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Bonus Estate & Asset Protection Offers
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FREE Chapters from Jeff’s Latest Book
Complimentary Retirement Planning Advice
#1 Acid Tests – Will You Run Out of Retirement Money?
Run the Acid Test with PRO-level Retirement Planning Software
Goal-based Planning Tools For: ✔️Financial Freedom ✔️ Retirement Lifestyle & Income ✔️Income & Wealth Projections ✔️ Social Security Dos & Don’ts
#2 Bonus Estate & Asset Protection Offers
✔️Tax Smart Estate Plan Prescription ✔️Trust Design & Tax Control Assessment ✔️Asset Protection Lawsuit Shield ✔️Exposure Assessment & Protection Prescription
#3 FREE Chapters from Jeff’s Latest Book
Financial Storm Warning for Investors
✔️Protect Your Wealth in an uncertain economy ✔️Financial Survival Game Plan ✔️Screening Advisors with checklists, scorecards & fiduciary pledge
