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YOUR financial life is comprised of many aspects. Each component is related to another aspect of YOUR financial life. As Life Centered Financial Planners, our commitment is to review your complete financial life and to help develop personalized strategies for your lifelong journey. We DO NOT do cookie cutter, and DO NOT believe one size fits all. By providing an extensive list of comprehensive planning services, we can help you pursue your best life possible with the resources you have. As a CFP, and Certified Public Accountant, I can help you focus on the big picture. I hold licenses and credentials allowing me to provide specialized services and resources related to various income and estate taxes, insurance, investing, and other financial planning needs.
Neither Franklin Financial Group, nor LPL Financial, offer tax or legal advice.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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