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Blog.

Financial Planning

Setting Financial Goals

Having goals and putting a plan in place will help you be able to achieve them. Talking to a financial planner is a great way to start.

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Updates

COVID-19 Relief Law

As a PPP COVID-19 Relief recipient, you may qualify to take the employee retention credit retroactively. Learn more about key PPP changes!

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Referral Bonus

The best referrals we get are from our clients. As a Thank You for referring us a new business owner, we have a referral bonus where we offer a 5% bonus on all first-year sales that you refer to us.

Please reach out to us with questions and referrals. We appreciate your business.

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