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The Ultimate Wealth Starter Toolkit

If you’re between 40 & 60, you are in the retirement red zone, which means you need to start getting serious about retirement. This guidebook covers all the essential information for quickly and effectively organizing your finances, all while empowering you to develop a wealth plan that excites you. In just One Day it will provide you with comprehensive insights and actionable steps to help you establish a solid financial foundation and achieve your goals.
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SEE EXACTLY WHAT WILL HAPPEN IF YOU FILL OUT THIS FORM!

Investment Management

Financial Organizer

Easily gather the important information you need to plan your financial future

Starter Budget

Develop and optimize your greatest wealth building tool to eliminate debt and build wealth

Key Financial Topics

The most important questions to get answers about when you are choosing the best advisor for you.

In this starter kit you'll accomplish

  • The 3-Step formula to preparing a conversation with a wealth management professional.
  • 7 Effective Charts to organize your finances, budget, insurance, and more
  • Our Best Practices Secret Weapon to ensure your estate is established and protected.
  • The most important (but often overlooked) list of topics to accomplish on your retirement journey
  • The 12 “magic questions” you need to get answers about when choosing a wealth advisor

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About Us

Planning for retirement is more than just a financial decision; it’s a commitment to your future. By choosing to work with Capital Choice, you’re not just making improvements to your finances, you’re paving the way for a future of stability, peace of mind, and freedom

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2024 Capital Choice OH

Securities offered through CoreCap Investments, LLC, Member FINRA/SIPC. William Haight is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Trent Reynolds, Bryce Vogel and Chris Walsh are registered representatives of and conduct securities transactions through CoreCap Investments, LLC. Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. Trent Reynolds, Bryce Vogel and Chris Walsh are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Capital Choice is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors. Securities products are limited to residents of AZ, WA, UT, OR, OH, CA, TX, IL, VA, FL, GA, NC, NY, KY, KS.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Capital Choice will contact you to provide requested information.

Neither Ramsey Solutions nor the SmartVestor™ program are affiliated with nor endorsed or sponsored by CoreCap Investments, LLC, CoreCap Advisors, LLC or Capital Choice. Working with an investment professional that is part of the Dave Ramsey SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestorTM will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public.

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.

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