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Focus on the Long Run

  • HOME
  • ABOUT US
    • OUR VALUES ARE SIMPLE
    • INVESTMENT PHILOSOPHY
    • FINANCIAL PLANNING PROCESS
    • ENDURING WEALTH® STORY
    • RUNNING MONEY® STORY
    • OUR TEAM
    • LPL FINANCIAL
    • RETIREMENT PLANS
      • PLAN SPONSOR SERVICES
      • PARTICIPANT SERVICES
  • BLOG
  • EVENTS
  • RESOURCES
    • BOOK REVIEWS
    • VIDEOS
    • RECESSION WATCH
    • LPL EMAIL ENCRYPTION GUIDE
    • ACCOUNT VIEW GUIDE
    • SCHEDULEONCE GUIDE
    • ESIGNATURE SIGNING GUIDE
  • CONTACT US
    • CONTACT US
    • ONLINE MEETING
    • SCHEDULE A 15 MINUTE CALL
    • PLANNING INFORMATION FORM
  • in Temecula CA (866) 916-9900
  • HOME
  • ABOUT US
    • OUR VALUES ARE SIMPLE
    • INVESTMENT PHILOSOPHY
    • FINANCIAL PLANNING PROCESS
    • ENDURING WEALTH® STORY
    • RUNNING MONEY® STORY
    • OUR TEAM
    • LPL FINANCIAL
    • RETIREMENT PLANS
      • PLAN SPONSOR SERVICES
      • PARTICIPANT SERVICES
  • BLOG
  • EVENTS
  • RESOURCES
    • BOOK REVIEWS
    • VIDEOS
    • RECESSION WATCH
    • LPL EMAIL ENCRYPTION GUIDE
    • ACCOUNT VIEW GUIDE
    • SCHEDULEONCE GUIDE
    • ESIGNATURE SIGNING GUIDE
  • CONTACT US
    • CONTACT US
    • CALL US: (866) 916-9900
    • EMAIL US
    • ONLINE MEETING
    • SCHEDULE A 15 MINUTE CALL
    • PLANNING INFORMATION FORM

Jake and Cynthia’s First Meeting – VLog

By Ralph Bender, MBA, CFP®

Posted in Client Stories, Retirement, Videos

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