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Shape Up Your Financial Plan

Need to get your small business’s finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.

Insurance

Life insurance protects. 70% of those with coverage only have enough to replace 3 ½ years of income. How protected is your family?

ILIT

Irrevocable Lie Insurance Trust can provide financial control and tax efficiencies. This video shows you how it works.

Exiting with Style

For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Beyond Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, IN, KY, LA, MI, MN, NY, OH, OR, PA, SC, TX, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

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