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Financial Planning Process

Before creating a detailed financial plan, Retirement Solutions Inc. looks closely at several important factors such as your resources, risk tolerance, age, income needs, current investments, tax liabilities, estate planning goals and desired lifestyle. This information will guide us through the next six steps of the financial planning process:

This communication is strictly intended for individuals residing in the states of California, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, Nebraska, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia and Washington. No offers may be made or accepted from any resident outside the specific states referenced. Securities offered through SagePoint Financial, Inc., a registered broker-dealer Member FINRA/SIPC.