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Wenrich Wealth Management Financial Plan

FINANCIAL PLANNING & PARTNERSHIP GUIDE

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FINANCIAL WELLNESS PROGRAM

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BASICS OF ESTATE PLANNING

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SUPER SIMPLE FINANCIAL PLANNING CHECKLIST

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DATA GATHERING FORM

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Email: JJ@TaxProsPlusInvesting.com | Address: 439 N. El Camino Real, Ste B,
San Clemente, CA 92672 | Telephone: (949) 271-1200

J. J. Wenrich is a registered representative with, and Ron Holliday is a registered administrative associate with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states we are licensed in, please inquire. Currently licensed in 16 states.

J. J.'s CA Insurance Lic# 4038469

Ron's CA Insurance Lic# 0B98522

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