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Family Matters

If now seems like the right time to get a second opinion regarding your financial life and retirement plans it would be my pleasure to meet with you. My clients value my focus on their individual needs.As an independent Financial Advisor, I have no firm policy goals to meet, mutual fund preferred lists or product sales quotas to reach. When it comes to your financial life I will take care of you like family and help you make smart choices today to pursue a brighter financial future.

Jamie Bailey, Financial Planner