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Complimentary Report
Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

Accredited by the American Institute of Certified Public Accountants as a Personal Financial Planning Specialist

The CPA. Never Underestimate the Value. ®

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

C. Geraci and Company works with friends and neighbors in and around The Woodlands area to help meet their financial goals.

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Charles is committed to helping you reach your financial goals. We provide custom solutions based on your individual needs.

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Are you paying too much in income tax? Do you have enough money to retire? Are you assuming too much investment risk?

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Securities & Investment Advisory Services offered through VSR Financial Services, Inc., A Registered Investment Adviser and Member FINRA and SIPC. C. Geraci and Company is not owned or controlled by VSR Financial Services, Inc.

Charles Geraci is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Charles Geraci is currently registered to sell securities in Texas.

Tax Planning Services not offered through VSR Financial Services, Inc. Financial Planning Services offered through C. Geraci and Company.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.