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Deborah Koval

(810) 695-1882

When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup
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My goal as a Financial Professional / Dave Ramsey SmartVestor Pro is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a road map to reach your goals and make wise decisions to help improve your financial situation.

The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

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