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If
you would like more information about our firm, our business methods and
philosophy, please call or email us requesting our computer/audio CD.
info@customfinancialplanning.com
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Our presentation answers
several questions that clients and prospective clients should ask their
financial advisor. The presentation takes approximately 12 minutes,
and is designed to play on any computer with a CD drive (including
Apple). If you don't have access to a computer you may play it on
any CD player, including automobile CD players, however you will not be
able to access the CD's other features.
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