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Educating Clients on Financial Options They May Not Know Exist

CBT Planning takes an educational approach to personal finances.
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OUR COMPANY

At CBT Planning Solutions, we are dedicated to empowering individuals and couples with the knowledge of diverse financial options that may not be widely known.

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about
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My name is Keith Wren, I am the owner of CBT Planning Solutions, Inc. I believe in providing personalized financial guidance to my clients and I am committed to their financial well-being.

Financial Report

Taking an educational approach to personal finances.

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