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Financial Planning and Services

We help you run your financial life like a business. 

  • Develop a financial plan like a business plan that states your goals and time horizon to achieve those goals
  • Execute strategies with key alliances
  • Report details of gain or loss on the financial plan on a quarterly basis
  • Report on the success or failure of the strategies and make changes if needed

Securities offered through Interactive Brokers LLC a member of NYSE  - FINRA  - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Investment Advisory Services offered through Fletcher Financial LLC, a registered investment advisor. Not affiliated with Interactive Brokers.

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