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Ready to Retire
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If you are within 5 years of retirement, do this now!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Track your expenses!!  If you are thinking about retiring within the ...
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What are the different investment classes?
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What are the different investment classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual ...
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The Process of Hiring a Financial Planner
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What is the process once you Hire a Financial Advisor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of ...
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financial advisor
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How do Financial Advisors get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
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Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The Definitive Guide to Protecting, Investing, and Transferring Wealth.

You can purchase a Hard Copy of Preserving Wealth HERE

Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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