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Financial Planning

Building and preserving your personal wealth requires specialized attention and financial planning. Our financial advisors offer you one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensures the growth and longevity of your wealth.

Some of the things we can assist you with are:

  • Retirement Planning
  • College Savings
  • Protection for your family
  • Leave a legacy for your heirs
  • Debt Management
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QuickBooks Certified ProAdvisor - QuickBooks Online Certification
Callen & Associates, Inc.
334 Via Vera Cruz
Suite 205
San Marcos, CA 92078
(760) 798-1599
fax: (760) 798-1581
info@CallenCPA.com
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