MFG Brochure 2022

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WE BELIEVE
ONBOARDING PROCESS 01 DEFINE YOUR VISION Discuss your questions Define your vision Organize your numbers 02 CUSTOMIZE A PLAN Follow our step-by-step process Customize a tailored roadmap Document your plan 03 MONITOR PROGRESS Stay on track with regular monitoring Fine-tune as things change Enjoy peace, fulfillment and security
Page 2 and 3: THE PROBLEM
Page 6 and 7: ONGOING SERVICES REGULAR PLANNING/R
Page 8 and 9: STEP 1 GET ORGANIZED Wisdom in know
Page 10 and 11: STEP 3 DEBT PLAN Good Debt vs. Bad
Page 12 and 13: STEP 5 TAX PLAN Build tax-free weal
Page 14 and 15: STEP 7 ESTATE PLAN Your generosity
Page 16 and 17: ABOUT OUR FIRM BY THE NUMBERS 2018
Page 18 and 19: INVESTMENT PHILOSOPHY ESTABLISH A C
Page 20 and 21: OUR FIDUCIARY OATH TO YOU I BELIEVE
Page 22 and 23: AAMS®, AIF® NICK ABBOTT MANAGING
Page 24 and 25: SERVICE & SUPPORT TEAM DEDICATED TO

MFG Brochure 2022

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