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David A. Kauwe
CLU ChFC LUTCF

Chartered Life Underwriter
Chartered Financial Consultant
Life Underwriter Training Council Fellow

 

 

PAY WITH CREDIT CARD
THROUGH PAYPAL

 

COMPLETE ESTATE ANALYSIS
$249
Here's What You'll Receive

1. We'll gather information from
you about your situation.
2. We'll present Various Legal Structures
and how they might be used
to accomplish desired goals.
3. We'll present Specific Financial
Recommendations to Reduce your Tax Burden
and increase your Spendable Income.
4. We'll assist you in acquiring Competent Legal
Counsel to put into place any Legal
documents you desire to implement.
5. We'll Co-ordinate Your overall Estate Plan with
the Legal Counsel you Choose.
We'll assist you in implementing Various
Financial, Investment and Insurance Products
to Accomplish Your Goals.

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