
January 2022
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- Carlos Dias Jr.
- January 6, 2022
An effective and well-rounded plan should every potential aspect including tax, investment, retirement, and estate planning decisions.
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Elizabeth Masso
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.
