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Nancy A. Munson, CFP, Financial Advisor
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About us
My Approach: Whether it's a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement. Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CDFA™ Certified Divorce Financial Analyst
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CDFA™ Certified Divorce Financial Analyst
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