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Schedule a Preliminary Consultation
Planning Team associates are ready to meet with you to discuss your financial objectives and visions for the future. An associate will present and detail available investment opportunities and insurance products and address all of your questions and concerns. It's easy to get started planning for your future by contacting The Team now to arrange an appointment!
The Planning Team
Jeannine Fox, CPA, CFP ®
Amanda Elguezabal, CWS ®

32815 Tamina Rd, Suite B
Magnolia, TX 77354



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