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information@cinergyfinancial.com | (714) 210-0549

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information@cinergyfinancial.com | (714) 210-0549

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3 Step Process
Financial Literacy
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The REALM® Model

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Services at a Glance
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Identifying & Personalizing Financial Goals and Objectives

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Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable.
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