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Financial Literacy
Outreach Services

The primary focus for our Financial Literacy Outreach division is to establish grassroot clients, educate current clients, provide community outreach in all areas of personal finance as it relates to their individual risk tolerances and overall financial goals. Through experience we know, a well-educated client makes the best client. Clients have the choice of the level of service from seminars, to classroom instruction, to individual instruction, and corporate executive courses. We also recommend a reading program consisting 10-12 books written by different authors that meet the needs of most clients that help define and quantify goals.

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