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TransitionWISE
Tax Planning and Retirement Cash Flow Strategies
for Mature Clients in Transition
• Silver Divorce • Downsizing • Reverse Mortgage Consulting • Paying for Care
• Calculating & Deferring Capital Gain Tax • Pension Analysis • Retirement Income Distribution Strategy
Resources
Office: 415-259-4979
Cell: 650-440-8934
Email: info@MaryJoLafaye.com
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Mary Jo Lafaye, NMLS 246222
Home Equity Retirement Specialist
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