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White Papers

A primer on long term care planning

Do's and don't's on estate planning

Early social security benefits with leverage

Fixed v. immediate annuities

Optimizing Annuity Income

Safeguard Retirement Savings with Annuities

SECURE Act changes to retirement planning

Strategies for a Successful Retirement

Term v. permanent life insurance

What is Precision Financial Planning

 

Disclaimer.  All information in this website is for general use of the public and is designed for informational or educational purposes.  It is not intended as a substitute for professional advice.  Information provided is based on sources believed to be reliable, but results, accuracy and completeness cannot be guaranteed. Readers are advised that all financial information is subject to change due to market, regulatory, product and industry changes that may occur from time to time, for which Plenaris Advisory® is not liable.  We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site.  Do not act or refrain to act upon this information without seeking the appropriate professional advice.

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Check the background of this financial professional on FINRA's BrokerCheck