ClientAppreciationColor

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ClientAppreciationColor

  1. 1.
  2. 2. Welcome<br />We hope you are having a nice evening. <br />
  3. 3. This is our Story<br />
  4. 4. Where are we going?<br />Des Moines, IA<br />Carlsbad, CA<br />Des Moines, IA<br />
  5. 5. Services<br />Healthcare<br />Professionals<br />&<br />Business<br />Owners <br />&<br />Wealth<br />Management<br />Self-Employed<br />Dentists<br />Estate <br />Planning<br />Tax <br />Planning<br />Retirement<br />
  6. 6. Healthcare<br />Professionals<br />&<br />Dentists<br />Risk Management<br />Portfolio Optimization<br />Asset Protection<br />Practice Structure<br />
  7. 7. Business<br />Owners <br />&<br />Self-Employed<br />Tax Status Optimization<br />Risk Management<br />Asset Protection<br />
  8. 8. Wealth<br />Management<br /> Modern Portfolio Theory<br /> Investment Diversification<br />Asset Allocation<br />
  9. 9. Wealth<br />Management<br />Nationally known Professional Third Party Money Management  Programs<br />
  10. 10. Retirement<br />401k Rollovers<br />401k Plan Management<br />Roth IRA<br />Defined Benefit Programs<br />
  11. 11. Estate <br />Planning<br />
  12. 12. Tax <br />Planning<br />
  13. 13. Thank you<br />That’s all for now.<br />

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