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Lifetime’s Services

The 4x4 Financial Independence Plan sm
  • The Smart 3-Tiered Cash-Reserve System sm
  • The Smart 401(k) Supercharger sm
  • The Smart Asset Protection Planner sm
  • The Smart Debt Eliminator/Credit Builder System sm
  • The Smart Estate Plan Protector sm
  • The Smart Financial Independence Blueprint sm
  • The Smart Investment Property Evaluator sm
  • The Smart Legacy Plan Organizer sm
  • The Smart Mortgage Minimizer sm
  • The Smart Mortgage Paydown Accelerator sm
  • The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator
  • The Smart Tax Minimizer sm(For Consumer and Home-Based Businesses)

Additional Specialty Services

  • The Smart Caregiver’s Planner & Tax Guide System sm
  • The Smart College Cost Eliminator sm
  • The Smart Tax Planning System for Business Owners sm
  • Consulting & Coaching
The Financial Independence Toolkit sm

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