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Future Clients

Financial Security even in times of turmoil…

Don Goerner is a CERTIFIED FINANCIAL PLANNERTM professional, confirming competence in the areas of Financial and Estate Planning, Insurance, Investments, Retirement Planning and Income Taxation. He is committed to empowering small business owners and individuals so they can secure financial freedom for themselves and their families. He simplifies complex concepts for easier understanding and provides a single point-of-contact as he orchestrates solutions for all their financial needs. The Importance of Choosing a CFP® Professional

Are You…

• Protecting your retirement ‘nest-egg’ from losses?

• Wary of the stock market?

• Interested in safer alternatives?

• Seeking higher levels of retirement income?

• Preparing to send your child/ children to college?

• Looking for ways to reduce income taxes?

Is your investment portfolio invested according to your risk tolerance? Frequently as we work with new clients we find that their existing investments are exposing them to more risk of loss than they are comfortable accepting. Do you know your risk number?

Go ahead! Click here to determine your risk number!