Oct '22 in Videos
Fridays With Phil #46
The most important function of my job is to answer financial questions.
The most often asked questions always start with "Can I...?"
Watch the video to see how we help guide our clients to the answer that makes sense to them.
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Fridays With Phil #46
skool.com/gen-x-wealth-academy-9959
Successful Gen X families are feeling squeezed.
We can help.
$ Financial Roadmap Meeting
$$ Breakout Wealth Academy
$$$ Breakout Private Wealth
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