Phase III: Strategy – What You Need

The Protected Retirement Process®

Customized Financial Blueprint Will Uncover Obstacles, Known And Unknown, And Provide Solutions

Presentation

What are the 3 Dimensions of Wealth? • The difference between Fingerprints and Life Prints • Will your money hurt your heirs? • Your Legacy also has 3 Dimensions.

During this part, attendees will discover that strategy is more important than tactics. The Assembly-Line Planning industry tries to solve problems with tactics only, and thus they become purveyor of financial products.

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Our copyrighted process yields a customized blueprint, providing solutions to the obstacles that stand between you and an Abundant Retirement.

Phase III (The Protected Retirement Process)

Contact

360 Route 101 - Suite 1301 | Bedford, NH 03110

603-472-4447

media@gsrpnh.com

https://www.protectedretirement.com

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A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

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Broker Check (by FINRA)

Securities offered through Triad Advisors, LLC Member FINRA / SIPC. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Triad Advisors are unaffiliated.

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Phase III: Strategy – What You Need

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