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Jim Christiansen CFP, ChFC, CLU, MBA
financial planner, financial planning, equity index annities, annuities, investments, investment risk, reduce investment risk, modern portfolio theory, multiple asset class investing, investment advisor, Roth IRA, Roth 401(k), Roth or Regular 401(k), financial advisor, retirement planning, retirement counseling, 401(k) rebalancing, Invest Like A Professional, Retirement from A to Z, Reasons to Say No to Equity Index Annuities, portfolio analysis, portfolio design, auto insurance, home owners insurance, wills and trusts, budgeting, protecting orphans, estate planning, lawsuit protection, retirement income, income for life, 401k rollovers, 401(k) rollovers, mutual funds, variable annuities, living benefit riders, IRA transfers, IRA rollovers, Ft. Worth Texas, Arlington Texas, Dallas Texas, Bedford Texas, Euless Texas, Grand Prairie Texas, Mansfield Texas, Roth conversion, Roth re-characterization
Investlikeaprofessional.com ~
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Saurin H. Munshaw, CFP, ChFC, Retirement Planning Specialist
Saurin Munshaw, CFP, Certified Financial Planner, ChFC, Chartered Financial Consultant, Fullerton Chamber of Commerce, Financial, financial strategy, financial strategies, financial advice, financial success, financial goals, retirement, retirement planning, investments, investment planning, investment management, investment managers, asset management, portfolio, insurance, mutual funds, education funding, college funding, estate conservation, asset allocation, wealth, wealth protection, 401k, 401(k), 403b, 403(b), 529 plans, SEP, financial tools, online financial tools, calculators, financial calculators, financial articles, stock quotes, advice and services, IRA, Roth IRA, tax sheltered, disability, health, life, stocks, bonds, tsa, trusts, life insurance, Wharton, UPenn, Trump, Risk Management, Longetivity planning, Financial peace of mind, AXA advisors, Roth 401k, Roth 401(k), Financial Planners in Southern California, Financial Planners in Orange County, Financial Planners in Fullerton, CA, Financial Planning One Stop Firm, Financial Planning and Employee benefits for small to medium size companies, Executive planning, Highly Compensated Employees' financial planning, workers compensation, Adviser, Financial Planning, Financial Advisor, Advice, Success, Goals, Trust, Portfolio, Insurance, Annuities, Estate planning, Mutual funds, Asset Management Account, Brokerage, Broker, News, Variable Life Insurance, Variable annuities, Fixed Annuities, Estate Planning, Executive Benefits, COLI, Corporate Owned Life Insurance, Capital,Building Futures, Your Future Your Way, AXAonline, financial help, CFP, 92807, financial advisor in orange county, financial planner in 92807
Saurinmunshaw.com ~
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Jon P LeBaron CFP ChFC CLU MSFS Reed City MI
Born in Reed City, MI, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree and the American College with a Master of Science in Financial Services degree. Jon is a CFP® practitioner or CERTIFIED FINANCIAL PLANNERTM practitioner. Jon has successfully received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania and has been awarded by AXA Advisors the title of Retirement Planning Specialist. Additionally, Jon has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. ChFC and CLU are professional designations of The American College, Bryn Mawr, PA. Jon is a member of the Million Dollar Round Table (MDRT). He began his practice in 1995. Jon's wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, MI. Jon and Tania reside in Cadillac.
Jonlebaron.com ~
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Andrew Ziskin, CFP, ChFC, CLU / AXA Advisors, LLC
andrew ziskin, andy ziskin, ziskin, financial planning, retirement planning, estate planning, asset allocation, life insurance, insurance planning, income planning, distribution planning, wealth preservation, wealth accumulation, wealth transfer, estate taxes, annuities, mutual funds, investments
Andrewziskin.com ~
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