What should you expect from our first meeting?

first meeting with financial advisor Jeff Geraci
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The path to planning your financial future starts with a complimentary consultation.

Wondering what to expect? Watch this short video to get a glimpse of what our initial meeting might look like.

And of course, there is absolutely no cost or obligation. So, why not take the first step today?

Jeff Geraci

Schedule a Meeting

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HOW TO BUILD A RETIREMENT SAFETY NET

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