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Swan Shen - Holistic Financial & Retirement Group

Holistic Financial and Retirement Group. Holistic Financial and Retirement Group - Not just money. Formerly 15 New England Executive Park). For Raytheon Employees and Retirees. Holistic Financial and Retirement Group - Not just money. Holistic Financial and Retirement Group - Not just money. Swan Shen, CFP , ChFC , CRPC , MBA. Certified Financial Planner , Chartered Financial Consultant ,. Chartered Retirement Planning Counselor ,. Master of Business Administration. Welcome to our Web site,. Securities a...

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Home | Holistic Financial Group

Emsp; Get in Touch. Emsp; Advisor Access. We offer a variety of specialized services designed to meet your specific goals and needs. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs. News you should know. Information on news, events, and articles. As an Advisor, what is your vision for your firm? What is your vision for your Clients? Are you focusing on those areas that add value to your Client’s experience?

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Holistic Financial Solutions

Products & Services. Retirement and Estate Planning. Financial Services and Planning. Business Succession and Automation. Retirement and 401(k) Planning. Our Difference is in Our Results and Process. Solutions for the person or business. We’re Successful when You’re Successful. Through collaboration, our Opportunity Identifier helps put together a plan that works best…. No matter where you are in your planning, we offer the tools and guidance you need…. This material is intended for general public use&#4...

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holisticfinancialwellness | Be Well!

About Jonathan Hill, B. Comm. What Do You Recommend For Me? July 18, 2015. Often I get asked “what do you recommend for me” for my situation? What about child care expenses, education costs, mortgage payments and funeral costs? These all have varying levels of importance to clients and it no doubt all of these discussions are a difficult topic to face, and a very intimate one. It’s like asking someone – how is your marriage? Worried about a critical illness? Covering a mortgage or other debt? Have you se...

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