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FAQ

Frequently Asked Questions

This seems too good to be true?

  • If it seems too good to be true, that is because you have been conditioned to think so.  There are plenty of examples in the business world, including banks and credit card companies, who earn double-digit returns. Why can't you do the same?  Ask anyone who is successful in business, and they will tell you that double-digit returns are not only sought after, they are expected!

Does it cost to meet with you?

  • There is no cost to meet with us.  Sign up with a member of our team. We look forward to sharing financial opportunities that can help you reach your unique goals.  We are not a "sales team."  We are financial educators, sharing ideas that we hope will be a blessing in your life.

I'm just starting out... how can you help?

  • We love meeting with young adults who have a "clean slate" and who are eager to set up their futures for success. Now is the time to learn new strategies and avoid the traps that no one tells you about.  Perhaps no one has taught you about money...until now!

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Information presented by Traci S. Bell, CPA, LLC is to be considered for general educational purposes only. All information contained in this communication is not intended or construed as an offer, solicitation, or recommendation of any specific type of insurance or financial product or strategy. The above agent is not a Certified Financial Planner or a Registered Financial Advisor. Be sure to have meaningful consultations with the licensed legal, tax or financial professional of your choice, about the implications regarding your specific situation before implementing any strategy discussed in person or via written communication.

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