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Drew Morin, CWS®'s Linkedin Analytics

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Drew Morin, CWS®

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Do you ever worry about money? Do you ever stress about the thought of trying to help your kids pay for college someday? Do you ever wonder if you are saving enough for retirement to live the future life you want to have? If you answered yes to any of these questions, then I would like to introduce you to my 3P Approach: 1. Plan – In our initial meeting, I learn about your goals, dreams, and objectives. We then build your personalized financial plan. 2. Perspective – Leveraging industry research among various professionals, we put what is happening in the world in the proper context. 3. Positive Outlook – Putting this financial plan and perspective together, you can be confident and optimistic about your financial future. Whether you are a SDR, BDR, AE, RSM, CSM, PM, Software Engineer, Marketing Guru or C-Suite Executive – I aim to help professionals in the tech community create a financial plan that is personalized to your specific situation. Don’t let your 401(k), ESOP, RSU’s or IRA’s stress you out. Instead, allow me to personally deliver a customized and diversified financial plan that ensures all of your assets are working in sync to help you achieve your future aspirations. Send me an e-mail at [email protected] or a direct message here on LinkedIn and let’s chat!

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