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LET'S HAVE A CONVERSATION

How can we address your financial concerns?

Please take a moment to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may concern you.

FINANCIAL BASICS
RETIREMENT
EDUCATION PLANNING
LIFE EVENTS
ESTATE PRESERVATION STRATEGIES

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*Please note that Blue Star Financial Advisors and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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