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Working with Financial Documents

           Complimentary VOYANT Estate & Financial Plan 

In the areas of retirement accumulation and distribution, major purchase, education savings, cash flow and budgeting, tax loss harvesting, highly appreciated stock strategies, life and disability insurance, long-term care, estate planning, and charitable giving. 


Get a Complimentary Voyant Estate & Financial Plan Analysis.

Step 1 - Compete the WealthVision FactFinder in the Link to the right.

Step 2 - Submit a PDF version of the Factfinder In the link to the right.   

Step 3 - Wait for Justin to reply within one week of your submittal.


Note: For investors with a minimum of $50,000 investable assets.

For more information contact Justin Lee our dedicated Paraplanner at .

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