4900 California Avenue, Suite 210-B
Bakersfield, CA 93309
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A Plan for Your Future

Step 1 - Establish and define the client-advisor relationship

Step 2 - Gather client data, including goals and expectations

Step 3 - Process and analyze information to determine retirement savings need

Step 4 - Develop & present financial plan, recommendations and/or alternatives

Step 5 - Implement selected implementations

Step 6 - Review plan at regular intervals