Helping people plan their financial future

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WR Financial Services Helping people plan their financial future (California)

Oceanside, CA 92057
Most small companies cannot afford to hire a full-time CFO. We are your CFO on demand. We specialize in a broad range of financial planning issues such as: Am I better off leasing or buying new equipment? How can I design a benefit plan that will attract, retain, and motivate my key people? Can I afford to hire new employees? What's the best way to manage cash flow?

Professional Designation: CFP, CLU, EA

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