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Welcome, we are looking forward to connecting with you soon.

  • Free Social Security Optimization Meeting

    • Free Social Security Optimization Meeting (via Zoom)

      1 hour

    • Free Social Security Optimization Meeting (In Redding Office)

      1 hour

    In Person Meetings

    • Client Review (JG-In Person)

      1 hour

    • Onboarding (In Person KellyG)

      1 hour

    • Estate planning (JG-In Office)

      1 hour

    • Discovery (MM) - In Person John Gardner

      1 hour

    • Discovery (MM) -Phone Only

      1 hour

    Tax Efficient Frontier

    • Free Tax Efficient Frontier Meeting (via Zoom)

      1 hour

    • Free Tax Efficient Frontier Meeting (In Redding Office)

      1 hour

    Zoom Meeting

    • 30 Min Zoom with John G

      30 minutes

    • Estate planning (JG-Zoom Meeting)

      1 hour

    • Client Review Via Zoom (John G)

      1 hour

    • Discovery (MM) - Zoom with John Gardner

      1 hour

    • Kelly Gardner-Client Liaison Zoom Meeting

      1 hour

    • Right Fit with John Gardner

      1 hour