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Available Online

Wealth-Building & Advanced Strategies

For higher-income earners

30 min
$750 (= $750 Credit)
Phone or Zoom

Service Description

This is a Wealth-Building & Advanced Tax Strategies call that will be held over the phone to determine the benefit to you. Please call Scott or open your Zoom invite (if any) at your set appointment time. $750 credit toward future tax strategy if used within 14 days.

Cancellation Policy

To cancel or reschedule, please contact us at least 24 hours in advance

Contact Details

(415) 546-3831

info@recordsinorder.com

131 Stony Circle #500, Santa Rosa, CA

Submit our Payment Form before the session.

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