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SIMPLIFY, ORGANIZE, OUTSOURCE

We aim to provide you with tools and assistance so financial management can happen at any level, at any cost.

1.  Do it yourself:

I enjoy managing it myself, but I need tools and education.

Suggestion:  Take the course.  Seek help from the message box.

QUESTIONS

2.  Do it with you:

I think I can get it started, but I need help along the way.

Suggestion:  Take the course.  Schedule for hourly online appointments to get over knowledge hurdle.

SCHEDULE HOURLY ONLINE

3.  Do it for ME

I really don’t have the time or the patience, but this is important enough that it has to be done.

Suggestion:  Schedule for a face to face with a financial planner.

SCHEDULE PLANNER

4.  Bring to my company

This is great.  Can you structure workshops on different topics at my company.

Suggestion:  Please contact us and we will prepare special lesson plans for your needs.

SCHEDULE CLASS

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

©2018 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

Financial Wellness Tower is a premium wellness education site sponsored by Pension Maxima Investment Advisory, a NY based financial services company specializing in 401(k) advisory services, exit planning and retirement planning for individuals.  All resources are copyright pending and targeted for education purposes only.  Pension Maxima Investment Advisory does not endorse or promote any commercial product or supplier.

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