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  Phone: (619) 521-2100
  Fax: (619) 521-2114
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Educational Resources

 

DVD’s:

  • Your Circle of Wealth – Three Types of Money
  • Your Circle of Wealth – Retirement: Are You Ready
  • Your Circle of Wealth – Qualified Plans: What You Don’t Know May Be More Important
  • Your Circle of Wealth – 5 Minute Lesson on Life Insurance

Books:

  • LEAP: The Key to Financial Success – Robert Castiglione
  • Beyond Majority Thinking – Ronald P. Schutz
  • Becoming Your Own Banker – R. Nelson Nash

Websites:

 

If you would like more information on obtaining any of our educational resources, please contact our office at (619) 521-2100, extension 103.  Thank you.

  

Important Disclosure: The above Educational Resources are provided strictly as a courtesy. Access to these Resources does not constitute an endorsement, approval or certification of the information, strategies, projections or opinions presented or published in these materials or made available at these web sites. We make no representation as to their completeness or accuracy. We specifically disclaim any responsibility for liability, loss or risk, personal or otherwise, that may be incurred as a consequence, directly or indirectly, of the use and application of any of the contents and materials provided by these Educational Resources. Please consult your own legal, tax, accounting or other professional advisors before implementing any strategies that may be presented in these Educational Resources.