FREE- Retirement Lifestyle Workbook...
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This fill-able workbook will help you...
  •   Lay the foundation for your financial plan
  •   Collect and organize your long term goals
  •   Uncover the resources to fund your goals
  •   Take control of your financial future
  •    Make your long term Retirement Dreams become Retirement Realities..!
  •   And Much More..!
"The Journey of a Thousand Miles Begins with a Single Step"
                                                              -Lao Tzu
© 2017 McNally Patrick Daniel CRD #154642 is a Registered Investment Advisor in the State of CA, DBA Retirement Lifestyles Advisory Group. Advisory Services provided by Betterment LLC, an SEC Registered Investment Advisor, member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance never guarantees future results.
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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

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