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Financial and Retirement
Planning
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Every
Person has dreams and desires for their retirement. I empower
people to take control of their future. To understand how decisions they
make today will impact their income upon retirement. So whether
you are an employee or business owner, I can help you take the necessary steps
to make it all worth while.
- Insurance, Annuities,
Long-term Care
- Business Sales
- Mergers &
Acquisitions
Take
control of your future. |
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J. Alex Arce, MBA,
CBI
Independent Agent & Broker
415-683-3370 |
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Financial Planning: I
work with you to identify your financial goals and plan for the
future. My primary goal is to help you truly understand how
money works and to ensure you have a financial plan that will help
you achieve your retirement goals. Learn the formula for building
wealth.
I offer a financial education and tax
advantaged investment products.
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Business
Planning: I help you take a snapshot of your
business. So that you know where you are, where you are going,
and how you will get there.
I offer Business Consulting & Business
Valuation services.
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Business
Sales, Mergers & Acquisitions: I work with you
to prepare your business for sale or merger. I package
your business, create a market, negotiate with buyers, and
coordinate the entire transaction. This allow you to focus on
running your business and to maximize business value.
I offer Business Brokerage, Merger &
Acquisition Services.
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