Mar 28, 2023
It’s time to take inventory of your assets. Make a list that includes your house, car, investment portfolio, and will.
Take time to make sure all these things are in good order. Once you have completed the checklist, we hope you feel confident in the state of your assets and prepared for retirement!
Contact us today at (805) 570-3765 to learn more. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!
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