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Bernie's integrated approach to your life plan goes beyond what are considered the usual boundaries of financial planning. Bernie will discuss with you each aspect of your life in relation to your goals. Bernie will guide you though his trademarked, SAE Plan and Path™ to develop strategies to assist you in making your vision a reality. You will address the needs of your Perpetual Business™, work through the Perspectivesope™, and acquire your own Integrated Advisory Board™.

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