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If you’re looking for the missing piece to your overall financial health, we can be the resource you need to fill in the gaps. Whether you’re an individual, a family, or a family with special needs, you can come to us for financial guidance and empowerment. Give us a call today.


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Call Ken: 408-637-0242
Call Scott: 408-837-4145
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4633 Old Ironsides Drive, Suite 436
Santa Clara, CA 95054

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Special Needs Planning Group