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Financial Planning Building Blocks

At Fresco Financial, we believe that you have a long term relationship with your money. You need to know yourself and understand your money.

Our approach focuses on the building blocks that are part of most financial plans. Your plan will include some or all of these, depending on your unique needs, goals, and situation.


Wills & Trusts
Retirement, Social Security & Long Term Care
Investments & The Economy
Home & Mortgages
Life Insurance & Disability Income Insurance
Taxes
Income & Employment