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Financial Planning

Depending on the complexity of a client’s financial situation, we offer the following two financial planning services to help you meet your goals:

Phase 2 Process

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Understand your financial options, including how to determine your distribution of wealth. Review how to set goals, properly plan for retirement, and what costly mistakes to avoid. Invest in yourself for a more confident financial future.

First Bank of YOU Process


Teaches individuals and business owners how to be their own banker and create their own savings and protection plan through permanent life insurance. You earn the interest on your own money rather than the bank.

Contact us to find out more and how we can help you on your path to financial confidence.

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