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Start My Plan

Your plan will provide you with the tools to make great choices and completely maximize your family’s financial results.

In order to start your plan it's important we have an understanding of what's important to you…

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Answer a few quick questions...

one of our professionals will be in touch to provide you with your plan

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Share your thoughts…

1I'm interested in a complete financial plan that keeps my life organized and on track.

2If there is a way to improve my financial future I would like to learn more about it

3 I'm always interested in ways to pay less tax and keep more money for my family.

Tell us a little about yourself

What's your interest level….

1I am interested in ways to reduce debt payments and pay off my mortgage quicker

2I would be interested in simple and effective ways to manage how I spend my money and maximize my results.

3I would be interested in ways to maximize how my partner and I discuss our financial life..

Select your areas of improvement…

Pick 3 areas you would like to improve immediately

You have to select 3 areas.

The best time to be reached...

Anything else you want to share...

Thank you for allowing us to get to know you better.

One of our professionals will be in touch with you shortly.

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Tri City

Financial Group will never charge you a fee for service!

Your future is our priority!