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1st Meeting (Fact Gathering & Goals) - Eldon Peterson
Peterson Pro Services – (No Obligation) Strategy Session Booking 📅 What to Expect in Your Session Get expert financial and real estate guidance tailored to your unique goals and concerns. In this no-obligation session, we’ll assess your current situation, answer your questions, and provide clear, actionable strategies to help you make informed decisions. 🔹 Key Areas We Cover: ✔️ Real Estate & Financial Goal Planning ✔️ Budgeting, Debt Reduction & Wealth Strategies ✔️ Retirement & Investment Insights ✔️ Tax & Insurance Optimization After booking, you’ll receive a confirmation email with next steps and a list of key documents to prepare for your session.