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Precision Financials Office

6980 Santa Teresa Blvd Suite 205, San Jose, CA

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Helping individuals and families understand financial concepts and evaluate strategies based on their goals.

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Precision Financials and its representatives do not provide tax or legal advice. Any individual reviewing this material should consult with their own independent tax, legal, or financial professional regarding their personal situation and the concepts presented.

This material is intended for educational and informational purposes only. It should not be considered tax advice, legal advice, investment advice, or a recommendation to purchase or sell any specific product or financial service.

Individual results may vary. Any testimonials, examples, or success stories shared by Precision Financials are not intended to represent or guarantee that any person will achieve the same or similar results. Success depends on many factors, including individual effort, experience, consistency, market conditions, licensing, training, and personal circumstances.

Insurance products and financial strategies may not be suitable for everyone. Product availability, features, benefits, and limitations may vary by state, carrier, and individual qualification.

California License #4195080

Precision Financials Headquarters:
6980 Santa Teresa Blvd, Suite 205
San Jose, CA 95119
Phone: 925.659.0620