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Tico Fuentes Financial Planning

 

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Finance & Insurance

About Us

We help clients with Financial Planning. That could mean a million different things for different people and there is a bunch of different types of advisors. With us we run a Holistic Comprehensive Planning Practice
o That means Offense, defense, and planning.
? Offensively… we help with 401k, roth, investment accounts.
? Defensively….Risk management. That means life insurance and income protection.
? And lastly planning we create a financial plan for the future

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