Karen's Story of Becoming a Financial Advisor

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Karen's Story of Becoming a Financial Advisor

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Karen's journey started with a detour to Florida, where she met her husband Greg, and discovered her 𝗽𝗮𝘀𝘀𝗶𝗼𝗻 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴! 🌴

After moving to Charleston and partnering with her daughter Sam, they've 𝗯𝘂𝗶𝗹𝘁 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 helping clients achieve their retirement goals.

It just goes to show that everyone starts their journeys from different places! 🌅

If you're ready to take control of your financial future, call 𝟴𝟰𝟯-𝟴𝟬𝟬-𝟱𝟮𝟰𝟭 to contact Karen and Sam today!

#ourstory #familybusiness #retirementplanning #financialplanning #retirement

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Uploaded At Oct 18, 2024 ^^

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RYD date created : 2024-10-18T11:26:55.315509Z
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