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What's Your Story?

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Your Retirement, Your Way

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Enjoy Your Retirement!

LET'S TALK RETIREMENT

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Focus on What's Important to You

MULTIGENERATIONAL PLANNING

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What's Your Story?

HERE'S OURS!

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Your Retirement, Your Way

LEARN MORE!

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Enjoy Your Retirement!

LET'S TALK RETIREMENT

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Focus on What's Important to You

MULTIGENERATIONAL PLANNING

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NAVIGATING YOUR FINANCIAL JOURNEY TOGETHER



With a licensed financial professional by your side, you’ll have the intel and
guidance on hand to help you navigate your financial goals throughout your
unique journey.

While other advisors are asked to push certain products, I'm independent, which
allows me to customize your plan to meet your specific needs without limitations
or influences. My affiliation with Money Concepts International also provides me
with the freedom, network of support and education needed to best aid you in
achieving your goals.

If we are not yet partners, reach out to me & share your journey!



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WELCOME TO THE JOURNEY!

Currently in the United States, for every 100 people who reach 65... 1 is
wealthy, 19 are financially independent, 15 are required to keep working, 19
died before 65, and 46 are dependent.

In the richest country in history, 46% of Americans can't support themselves in
retirement years.

We can do better! Successful achievements of personal goals require careful
strategic planning along with disciplined implementation. The Journey is a
systematic approach to the achievement of your goals and objectives, like a
well-planned climbing expedition.
LEARN MORE


WHY CHOOSE US?

We use a “holistic approach” to wealth management. Our systems, procedures and
techniques have been refined by years of experience help making us an efficient
and productive wealth management company.

HOLISTIC APPROACH


WELCOME TO THE SUMMIT!

You have been planning, saving, and sacrificing, all with anticipation that you
will achieve your goal of a comfortable retirement. You have reached the Summit
in your planning. This should not be a concern, but an opportunity to celebrate
and congratulate yourself for a job well done. However, after the celebration is
over one of the first thoughts you may have is, “Where to from here?” Welcome to
the Summit! It's important to remember that climbing to the summit is a round
trip. Achievement of the Summit is only half the journey. In fact, the most
dangerous and challenging part of the journey is yet ahead. The Summit is a
program that helps you identify real wealth and address not only your money and
income but the more than money needs you will face. This is accomplished by
focusing on critical elements that will reduce anxiety and allow you to live a
less stressful life.
I want more information on starting my Summit!

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Marchand Financial LLC is an independent firm not affiliated with Money Concepts
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