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MyPocketFP - The Financial Planner in your Pocket
Take Charge of your Financial Freedom Today!
Jason C. Taylor, CFP
Jason has 27 years of experience as a tax preparer and over 20 years as a Certified Financial Planner. He has extensive knowledge in the investing and financial planning industries. Sign up today for access to Jason's services!
A Modern Service for a Modern World
Discover MyPocketFP, the cutting-edge financial planning platform transforming advisor-client collaboration. With its innovative system and intuitive app, MyPocketFP simplifies financial health tracking through real-time insights and 11 key financial vitals. Embrace a modern, streamlined approach to financial advising—MyPocketFP is the future of financial planning.
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