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Jay Coulter
CFP®, CIMA®
MY WHY
The Savings & Retirement Crisis Is Destroying Lives
When A Family Fails Financially In Retirement, It Occurs During Their Most Vulnerable Years & Recovery Is Usually Not Possible.
Financial Planners & Advisors Are Uniquely Qualified To Help Solve The Crisis
BUT THERE IS A LOT OF WORK TO DO
The Solution:
Qualified Advisors
+ Systems Driven Businesses
+ Technology
+ Behavioral-based Financial Planning
Would You Like To Discover Your 'Why?'
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