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Financial Planning Tips for 2014 – June

Protect Yourself!

With severe weather season approaching, now is the time to make sure you have the insurance policies that you really need. Look at your homeowners, renters and auto insurance, but don’t forget life insurance as well. Being underinsured can put your family and your finances at risk.

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Here’s Cathy on Fox 4 Good Day in Dallas discussing ways to get financially fit in 2014.


See the entire list of Financial Planning Tips for 2014

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Of course, budgeting, financial planning, and retirement planning should be much more than a “New Year’s Resolution”, it should be a way of life. If you are serious about securing the financial future of you and your family, we are here to help. To schedule an appointment, please call us at 866-904-4700 today!


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