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Next Gen Financial Planning (NGFP) is a fee-only financial planning firm dedicated to helping 30-Our team offers comprehensive financial advice, ranging from investment and tax planning to student loan advice and insurance. We strive to be different from the traditional financial planner

Tara R. Burd is a Certified Specialist in Estate Planning, Trust & Probate Law based in California. She is dedicated to providing comprehensive estate planning packages that focus on all aspects of planning, including the financial and emotional, spiritual

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Tony Ricci is a Certified Financial Planner who specializes in assisting clients with resource for all of your insurance and financial planning needs. His specialties include life insurance, health care insurance, Medicare Supplements, and Medicare Advantage plans. Additionally, if you are leaving your company

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Our team has over 60 years of combined financial experience, enabling us to answer any questions to assist them throughout every step of their financial journey, from beginning to end. We are and challenges are met, be it for retirement planning, estate planning, investment strategies, or more. With WFA Wealth Managers

, led by Alanna Pearl, is a business and estate planning firm that helps individuals and families from all the complex legal and financial maze of decisions, they ensure their clients have sound plans to secure their works closely with each one to develop tailored plans that meet their unique needs and visions.

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