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 W.E.N. Planning Services, Inc.
(510) 547-0440 Office
5277 College Ave, Suite 20
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| See Me BEFORE Doing ANY of the Following |
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Borrow money for any purpose |
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Pay off a loan |
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Remodel your home |
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Do anything to any retirement plan |
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Buy or sell any kind of major property (real estate, stocks and bonds, vehicles of any type, tax shelters, and so on) |
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Retire, move, marry, or end a marriage |
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Incur a business expense as an employee |
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Hold an uncollectable note |
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Invest where your participation will be minimal |
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Employ your spouse or children in your business |
| I'LL TELL YOU MORE |
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