Series 66: Financial Goals And Strategies

Taken from our Series 66 Online Guide

Financial Goals and Strategies

Generally, when prospective clients walk into an adviser’s office for the first time, it’s because these individuals have decided to seek help achieving a goal or managing a current situation. Some of the most common needs and situations include:

• Capital preservation
• Income generation
• Investment growth
• Retirement planning
• College and education s

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Passed 66 on the first try with flying colors. Solomon materials and advice was spot on. Follow it!

Craig Brand, Capital Financial Services, Nevis, MN

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