Downloadable Resources

1st Step Questionnaire--Comprehensive Data Gathering 
102070 Income Management Program
Required Minimum Distribution Calculator
2016 Tax Tables and Tips
Dream Planner
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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