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The Retirement Income Frameworkâ„¢

A 5-step proprietary process that creates an income plan focused on protecting your money from the four key retirement risks.

5-Step Proprietary Process
Wealth Report

Request 'Your Personal Wealth Report'

  • Assess your current retirement plan

  • Identify Areas of Tax Inefficiency

  • Consider ALL Tax-Free Vehicles

  • Show You How Not to Outlive Your Retirement Income

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Schedule a call today! 

https://calendly.com/epersonalfinancial-

 

Retirement Income Planning
Mountain Range

Let's Connect!

Eric Flaten

355 Pugsley Pl NW

East Wenatchee, WA  98802

(425) 330-3445

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Mountain Range

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© 2024 by ePERSONAL FINANCIAL, LLC

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through ePERSONAL FINANCIAL, LLC. ePERSONAL FINANCIAL, LLC is a separate and unaffiliated entity from Simplicity Wealth. ADV Part 2 Form-CRS

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