How to Get Started:

Start coaching

DEFINE RELATIONSHIP

financial Docs

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Intro meeting

- 1 - 2 Hours

- Get to Know You

- Free! No obligation

- Data Gathering

- Needed to tailor advice to you

- Mutually beneficial

- Identify area of greatest urgency and potential

- Begin your journey to FINANCIAL FREEDOM

I'm Ready to begin my journey!

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Tel: (704) 321-0152  Fax: (866) 682-5062

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Family Wealth Partners and Independent Advisor Alliance are separate entities from LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: {AL, AZ, CA, FL, GA, MA, NC, NJ, NY, OH, PA, SC, VA}

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