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MEET OUR TEAM and OUR LPL FINANICAL RESOURCES
MEET SIMA ALEFI, AAMS®, ChFC®, WEALTH MANAGEMENT ADVISOR
We work with you to create personalized investment portfolios to help develop your long term financial security. Let's sit down and discuss what’s important to you now, and discover the ideal plan for your future.
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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Serenity Financial Planning, LLC or LPL.