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FINANCIAL SERVICES
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4 Easy Steps
Using our four-step “FIREproof Financial Footprint” process, we’ll examine your financial situation and help you protect against potential disaster in retirement.
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Step One
Flame Check
We assess your situation to see if you are protected against financial flare-ups or if your lifestyle is at risk of going up in flames.
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Step Two
Inspect
We’ll determine where you are in the planning process and make sure there are no danger areas or gaps in your strategy.
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Step Three
Revamp
After implementing any necessary “FIREproofing” measures, we’ll reveal your plan and discuss action steps to help protect you.
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Step Four
Extinguish
We identify other financial areas that may need attention, put out “hot spots” by implementing recommended strategies and move forward with your plan.
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Reimagine Your Retirement.
It's never too late to work toward your dreams.
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