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PWK Financial's 3 core areas of strategic planning essential for achieving financial goals include:

1. Financial Planning Strategist

  • Personalized Interview

  • Stock Market Investments

  • 401k Savings Retirement Income

  • Full-Service Investment Options 

  • Professionally Marketed Asset Protection

  • Partnership & Collaboration

  • Full Transparency & Referrals

  • Beneficiaries Paid Directly

  • Guaranteed Lifetime Income

2. Annuity

  • MYGA = Multi-Year Guaranteed Rate of Return

  • 3 - 5 Year Annuity Contract at 0%

  • Rates Guaranteed up to 10 Years

  • Lifetime Income Annuity

  • Guarantee of Principle & R.O.I. Options

3. Life Insurance

  • Quality of Life​

  • Long - Term Care

  • DNR Referral

Fiduciary/Stocks/401K/Annuities/Guarenteed Income/Risk Management/ Long-term care planning/Life Ins
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