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The Financial Stages of Life

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As you go through life, your financial priorities change with new experiences and adaptations.

Let’s look at life’s three most common phases and how your financial planning needs evolve during each step. By gaining a deeper understanding of this, you can better grasp how a financial planner can assist you in maximizing your planning process.

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I’ve been dealing with a gentleman named Harry (Hardit) who has been excellent. I’ve asked him dozens of varying questions for commercial and personal insurance and he ALWAYS has the answer without looking anything up. He’s a patient guy who takes the time to explain things properly. I’ve spoken with other agents as well and they’ve all been very pleasant to deal with. Highly recommended!

Elias Taati

I been using murrick insurance for my company for a few months now. I’ve worked with half the staff there. And honestly they are all great. You feel at ease with them. I got all my family to do their insurance with them too.

Di Wang

friendly, professional and knowledgeable.

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