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Helping you build
a solid foundation.
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You must have a strong foundation to stand tall amongst the rest.
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Working to navigate you through the rocky waters of financial planning.
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Are you prepared?
Winter is coming…
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Creating your legacy
for today and beyond.
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Time to relax about your plan;
you will be able to do that.
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Helping bridge where you are now
to where you want to be.
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Wonderful sunsets
through retirement.

Rob Cozzi, Jr., CLF®, RICP®

1350 E Spruce Ave Ste 100
Fresno, CA 93720
Phone:
  • (559) 261-2000
Fax:
  • (866)-866-6589

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Contact Us

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Our Financial Roadmap Process is a Key Solution

DISCOVERY


This is an introductory meeting at no obligation to learn
more about your situation,
goals, and expectations.

DESIGN


Once a path is determined, we present a detailed plan or pathway to help you
reach your destination.

IMPLEMENT


We assist you in making
informed changes and enhancements to execute
your plan.

REVIEW


This allows you to have
a dedicated resource, be accountable, and make adjustments as needed
to your current course.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck