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Introduction & Overview

This is a short overview of why Janet is reaching out.

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Here's a simple way to potentially improve your financial situation or that of your employees. A financial check-up could lead to enrollment at a discounted fee, or at the very least, it's a valuable investment of your time. 

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It Starts with a Plan

The essence of having a plan is captured in the 'Here-There Strategy.' This process begins by assessing your current financial position—'Here.' It involves evaluating your income, assets, liabilities, and identifying any potential risks and opportunities. The next step is to envision where you want to be—'There.

The Importance of Diversification

Diversification is not a new concept; its roots stretch back thousands of years, and it remains a vital component of financial decision-making. King Solomon, regarded by many as the wealthiest man in human history, offered this timeless advice in Ecclesiastes 11:2: "Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land."

Planassist asset allocation information
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Significance of Obtaining Counsel 

Both informal and formal advice play crucial roles, albeit in distinct ways. Acknowledging and understanding these differences is key. We will explore the distinctions between the two and explain why each is extremely valuable, yet distinct.

Reach out, and let's connect!

Thank you for reaching out!

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