Paul K. Doak
Certified Financial Planner™ Practitioner
Financial Advisor

505-948-5686 Office | 505-681-7530 Cell | 505-217-3517 Fax
Outside Albuquerque Metro Area toll free: 1-877-222-8706

pauldoak@id-financial.com | www.id-financial.com
PO Box 94686, Albuquerque, NM 87199-4686



Savings

Assets that are available for withdrawal without going into debt, that are not subject to risk of loss and are typically held at banks or in money market accounts and can be accessed via on-line-transfer, check, debit card, or in person at the institution.

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