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JULY 17th: Brian’s Mid-Year Market Update –
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Financial Advisor Case Studies
Saenz Family
Self-employed and aiming for financial independence by their early 50s.
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Kelly Family
High earners and big savers who are transitioning toward retirement.
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Tsan Family
Retirees in their early 60s with funding goals for travel and their kids.
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Meredith
Recently divorced, in her 70s, and looking forward to a solo retirement.
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Build & Grow
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Transition
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Investment Services
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Retirement Planning
Estate Planning
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San Diego
Irvine
Boulder
Denver
Bellevue
Eugene
Scottsdale
Houston
The Woodlands
Valencia
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