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Experience
The Fine Art of Planning

Associates

Sara I. Seasholtz, CFP

President

Phone Number 704-658-1040

Email Sara@FinancialStrategiesForLife.com
Nina Staples Lloyd, CFP

Affiliate Advisor & President of Opus Financial Advisors

Phone Number (919) 883-4353

Email nina@opusfa.com

Website
Michelle Daniel

Registered Assistant

Phone Number 704.658.1040

Email Michelle@FinancialStrategiesForLife.com

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