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"Are you ready to make “Work Optional”. Our Work Optional Lifestyle Financial Planner tm will help you completely understand your financial position, so you can understand how close you are to being financially set up.Once that is in place, our Wealth Preservation Service will ensure that your wealth goes to your intended beneficiaries as speedily and tax efficiently as possible, while protecting future generations from unnecessary tax and loss outside of your bloodline!These two services are independent of the Financial Services framework, and product advice will not be provided, generic planning and tax efficiency is shared which means that you can be confident that there will be no hard sell of investment products."
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