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About Us
Contact Us...to Take the Worry Out of Your Financial FutureJeffrey B. Augustine, CFA®, CFP® Take the first step toward financial independence by completing the following form and sending it to us. We will respond within two business days.
* Indicates a required field. You must enter either your Email or your Daytime Phone in order for us to respond. Privacy Policy: We hate spam as much as you do. We send email only to those who request it, and we never sell or rent your email address to anyone for any reason. You will not receive unsolicited email as a result of completing this form. Certified Financial Planner Board of Standards Inc. owns
the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
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“I believe clarity and confidence about your financial
future can provide a better life for you today.”
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in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
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