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DOWNLOADS

Downloadable Resources

1st Step Questionnaire--Comprehensive Data Gathering

102070 Income Management Program

Required Minimum Distribution Calculator

2016 Tax Tables and Tips

10 Proven Strategies (for guiding youth toward financial success)

Lessons For Life (Youth financial planning)

My Financial Timeline

Its The Journey

LifeCourse Navigation/Personal Life Expectancy Worksheet

Revisioning Retirement/Retirement Segment Classification Quiz

Cox Cable TV Commercial

Cox Cable TV Lifecourse Navigation Navigational Unit

College Financial Aid Worksheet

Asset Allocation Questionnaire

Silver Planer -Complimentary Comprehensive Financial Planning Software

Charitable Trust Data and Questionnaire

ADV Part II and IIb for Infinity Financial Services, Inc.

Bio of William O. Wright, CFP^®

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