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Our Process

Our Process

Our Process at Custer Plumb Financial Services  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk to design the financial plan to pursue your personal investment, retirement & business goals.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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