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Financial Planning Work$

"Because... It Never Rained Before Noah Built the Ark! Gen 2: 5-6"

Team

At Financial Planning Work$, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Are my investments aligned with my core values?
  • Who will get me an ice cream cone?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Last revised 9-1-2020

 

Michael Edward Fox CLU, ChFC

Investment Advisor Representative

856-786-2121 ext 101

michaelfox@ceteraadvisors.com

Michael Edward Fox founded Financial Planning Work$ Incorporated to solve the problem of compensation conflicts. A one time fee for the time spent solving financial problems made more sense than tying advice to the purchase of a product.

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