Templeton Planning Group is a financial planning firm based in Newport Beach, CA, offering personalized services to help clients achieve their financial goals. With a focus on strategic planning and investment management, the firm provides comprehensive solutions to individuals and families seeking financial guidance.
Specializing in retirement planning, estate planning, and wealth management, Templeton Planning Group works closely with clients to create customized financial plans tailored to their specific needs and objectives. The firm prides itself on delivering transparent and objective advice to help clients navigate the complexities of financial planning with confidence.
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