Seo and Associates
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Business description
Financial planning and asset management for individuals and small businesses
Today, it's natural to have questions about your retirement, even if you've saved and planned for it. With our exclusive Confident Retirement® approach, we'll help you find answers and take the first step toward creating a road map to the future you want. We'll talk through the four basic principles of retirement: (1) covering essential expenses, (2) ensuring your lifestyle, (3) preparing for the unexpected and (4) leaving a legacy. And I'll help you make adjustments as needed so you can retire on your terms.
General information
- Business Services Financial Investment Advice Certified Financial Planners
Estimated number of employees: | 5 to 9 | |
Annual sales estimate: | 0 | |
City / suburb: | Sacramento, CA | |
County: | Sacramento |
financial planning services, investment advice, long term care insurance, estate planning, Wealth Management
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