Fee Only Investment Management and Financial Planning
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Refund Policy
Course cancellations made 3 days or more in advance of the course date, will receive a 100% refund. Cancellations that are made with less than 3 days’ notice, will incur a 10% fee.
Please contact us if you need to reschedule a course date or have any questions. Call us at (805) 210-2997 or email at dan@simi-investments.com