Mergent Group
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Mergent Group, based in Dallas, TX, specializes in creating personalized retirement plans aimed at helping families achieve financial confidence and peace of mind. Utilizing their proprietary 9-step I-LIVE framework, they assist clients in developing reliable income streams tailored to their unique goals, ensuring a secure financial future.
In addition to retirement planning, Mergent Group offers a range of services including tax minimization strategies, college funding solutions, and wealth risk management. Their dedicated team of seasoned professionals is committed to empowering individuals and businesses to effectively navigate the complexities of finance and reach their financial aspirations.
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