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Financial planning can be complicated, but you don’t have to do it alone. Western & Southern and I take pride in easing the confusion with planning in opportunities for today, tomorrow, for your loved ones and even your business. Our goal is to help families like yours, be in a better financial position in any life situation. With our six (6) -step process, we walk you through where you are to where you want to be. As well as educate you through the process.

No matter what stage you are in, whether you’re starting out, such as getting married, starting a family, or just new at financial planning. Maybe you’re in Pre-retirement or already in retirement, we are here to help in every stage of life.

Here are some ways we help:

Budget setting

Debt reduction

Help fund college

Paying off a mortgage

Retirement Planning

Protecting your loved ones

Protecting important assets

Small business financial solutions

Lets talk and get you and your family on the right financial track today!

Wylonda Surles

Financial Representative O: 704-706-3367 C: 919-948-8687



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