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Precise Financial Solutions

Precise Financial Solutions
Categories

FINANCIAL PLANNERS/FINANCIAL SERVICES

About Us

"We're a local retirement planning agency, hosting informative workshops on maximizing social security and effective planning strategies.

Events

Is Your Legacy Protected? A Workshop On Will Awareness
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Saturday Sep 14, 2024
Is Your Legacy Protected? A Workshop On Will Awareness
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Monday Sep 16, 2024
Optimizing Your Social Security Benefits
  • maximize social security, social security benefits, retirement planning, precise financial solutions
  • Monday Sep 16, 2024
Is Your Legacy Protected? A Workshop On Will Awareness
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Tuesday Sep 17, 2024
Optimizing Your Social Security Benefits
  • maximize social security, social security benefits, retirement planning, precise financial solutions
  • Tuesday Sep 17, 2024
Is Your Legacy Protected? A Workshop On Will Awareness
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Wednesday Sep 18, 2024

Rep/Contact Info

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View Personal Bio
Sarah Rosas
Managing Partner

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