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Wealth Accumulation for Young Professionals

Wealth Accumulation for Young Professionals How do you know if you’re saving enough and if you’ve invested wisely? Santa Cruz Financial Advisor Ted George will guide you through the required steps to help you create a diversified portfolio to build wealth over time. Read more

Retirement Planning for People Who Want to Maintain their Lifestyle

Retirement Planning for People Who Want to Maintain their Lifestyle We’ll help you to clarify your life goals and create a plan to achieve them. Then implement and regularly update it to adjust for changes in your goals or situation. Rely on Ted George, Santa Cruz Financial Planner to help you to be Prepared and Live Well. Read more

Retirement Income for Retirees

Retirement Income for Retirees Turn your savings into retirement income that lasts. You can count on us to help you build the best portfolio for your unique circumstances so you can relax and enjoy your leisure. Just ask Ted George, Santa Cruz Financial Advisor how to be Prepared and Live Well. Read more

Wealth Management for Busy, High Net Worth Individuals

Wealth Management for Busy, High Net Worth Individuals If you don’t have the time or inclination, we’ll manage and securely grow your wealth to assure your life vision, freeing up your time for the activities most important to you. Talk with Santa Cruz Financial Advisor Ted George to learn more. Read more

CFP

CFP

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