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Have You Reviewed Your Financial Risk Lately?   I will work with you to:

                   Review your individual situation and personal objectives.

                   Analyze and review your needs.

                   Develop and implement a strategy to help you achieve your goals.

                   Coordinate your financial activities.

                   Monitor your progress on a regular basis.

Consolidating Your Retirement Savings is essential to having a good plan.  These may include 401(k)'s, IRA's, 403(b)'s, government plans, pensions and more.

Over the years, individuals may accumulate assets in numerous retirement accounts.  Regardless of how many accounts you may have and where they are held, it may be beneficial to consolidate your assets.  Some of the benefits can include simplified tracking, a reduction of paperwork, a decrease in costs and the ability to more effectively implement a retirement income strategy.

I am here for you during your time of the loss of a loved one.  My office offers support to you during those trying times.

My business is built upon working with families, businesses and retirees.  Your satisfaction and generous referrals are key to the survival and expansion of my business.

I am here to help you create a personal insurance and financial strategy.  Please call my office to set up a free, no obligation review. I look forward to meeting with you!

Sincerely,

Becky Barry

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