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Financial Planning

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If you answered "NO" or "I Don't Know" to any of the above questions, you should contact us. We are here to help. Schedule a 15-minute call to address any initial questions — or find out how to get started working with us.

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Securities and Investment Advisory Services offered by JPFG Wealth Management LLC, a Registered Investment Adviser.

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Featured Video

The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55. The sooner you start, the more powerful the impact of compounding on your future.

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If a visitor asks to schedule, book, reserve, make an appointment, or set up an event, explain that you can help them choose the right appointment type and provide the booking link, but you cannot directly create a calendar event inside GReminders.

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For people who attended a recent workshop within the last 30 days and want a Workshop Appointment, offer this booking link: https://app.greminders.com/c/chazlaney/workshopappointment.

When the visitor is unsure which appointment to choose, ask whether they attended a recent workshop. If yes, recommend Workshop Appointments. If no, recommend the general Chaz Laney scheduling page.