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Perks

Perk

Get Your Financial House In Order
Free Financial Planning Consultation
The COVID-19 pandemic has certainly amplified the need to have your financial house in order.  How have you been affected?  What are your next moves?  Unsure what to do with your investments or how to protect your family and/or business?  With so many people now working from home and having more free time, there is a new focus on financial matters and most people realize they need help!

I'd love to opportunity to discuss your situation and to see how I might be able to be a resource for you.  I am a CERTIFIED FINANCIAL PLANNER™ and act as a fiduciary, putting my clients interests above my own at all times.
Contact Information
phone: (508) 362-2915
Offer Valid: September 10, 2020February 5, 2021
Cape Cod Young Professionals