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COACHING FINANCIAL CONCEPTS

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Smart, observant, objective resources to improve performance, plan strategies – help you reach the top, and stay on top.  Teams, of course, also need coaches, to get the best results… and win.

Sports is not just a handy metaphor. Winning the game gives us serious lessons to follow in money matters, like the need for a coach to show us our options, and the crucial balance that must be maintained between offense and defense, between aggression and caution – even “managing the clock” as one moves to retirement.

Financial coaching is the way to victory, for both individuals and businesses. Insurance and investments, benefits, and retirement funds – thereʼs a complicated, challenging world of choices, strategies, legal pitfalls, and golden opportunities. Donʼt do it yourself – listen to the coach!

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