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Annual Reviews are Important


 

In a few more days you will have received your 2013 1099s and will begin the process of preparing to meet with your CPA. This year prepare another pile of insurance policies, insurance statements and correspondence as well as statements from your pensions, IRAs and investments for a current FINANCIAL AUDIT. Then call your Financial Advisor to schedule a convenient time for a visit about your current needs and objectives. They can then audit what you have to ascertain whether or not it matches what you want.
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Comment   |  4 years, 10 months ago from Tucson, AZ