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Paresh Patel
I am sure successful people like you will agree that having a financial plan is the best thing we can do for our financial future. We can help you design a comprehensive financial plan. There are no charges for the financial planning services.
We also provide free no obligation no pressure educational seminar(s) for the following needs:
Retirement Plans (LRA, SEP IRA, 403B, 401K, Profit Sharing, & Money Purchase) Estate Planning (In conjunction with an Attorney & Appropriate professional) Lump Sum Distribution/Rollover Options (Due to Retirement or Job change) Financial Planning
Asset Allocation
In addition we can help you with strategies for your Life Insurance, College Funding and other long term accumulation needs.
Money Concepts International, established in 1979, is a worldwide network of financial planning centers. We provide educational seminar, personal financial planning services and investment assistance. Unlike, perhaps any other company you have dealt with in past, Money Concept does not have any proprietary interest in product we sell. This allows us to be more objective in working for the best interest of our clients.
If interested please give me a call. (919) 677-9040
Jain Education International
MONEY CONCEPTS
INTERNATIONAL FINANCIAL PLANNING NETWORK
Money Concepts Financial Planning Center
205 Montibello Drive Cary, NC 27513
Phone: 919-677-9040 Fax: 919-460-1300
All securities through Money Concepts Capital Corp member NASD/SIPC 1208 U.S. Highway One, North Palm Beach, Florida, 33408 TEL: (561) 627-0700
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For Private & Personal Use Only
www.jainelibrary.org