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What if you could live more of your life NOW, yet be responsible for your future!

Investment and insurance decisions are LIFESTYLE decisions. Making more prudent decisions gives you the ability to live the lifestyle you desire.

When was the last time you stress tested your portfolio against all of your GOALS?

Other local residents are taking advantage and have upgraded their lifestyle by using the Serviss Wealth Management Approach – Testimonial Page

Would it be valuable to have a ( meeting / cup of coffee/ online / phone ) and a conversation on how to stress test your portfolio against your goals, so you can go back to your current advisor and have a deeper conversation?

Book 1 Free Hour of My Time Here:

Let's spend an hour together over coffee to bring some clarity to your financial picture, build some goals, and put a personalized plan in place to help you achieve them.

There is no obligation to sign up and there is no fee for an initial meeting and full comprehensive summary of your potential gaps or opportunities.

Download our Lifestyle Design GUIDE E-Book for FREE.

The guide is 9 sections full of quick tools to help you gain independence in your financial life. A more financially organized life leads to less stress, more opportunity and an overall increase in wellness.

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