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Sherise Steele specializes in helping clients map out some of their most common goals; setting aside an emergency fund, determining their life insurance needs, maximizing their retirement saving plan (IRA/403b/401k), selecting investment mixes, and saving for college.  Her clients are mid-career professionals, those transitioning into retirement, and business owners.  Sherise is currently working towards the designation of Certified Financial Planner.  She believes that a financial planing is a process that changes as goals change.  A solid financial plan is the vehicle that helps clients achieve their goals and dreams.

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