COCO Enterprises, LLC

A Balanced Approach to Financial and Personal Management

Contact Info

6442 US 93 South
Whitefish, MT 59937

Phone: (406) 862-9400

Fax: (406) 862-5063

joe@coco-ent.com

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Family

Family Meeting Worksheet and Refrigerator Agenda

Disclaimer: COCO Enterprises, LLC is a registered Investment Adviser in the States of Arizona, Montana, Texas, and Idaho. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involves either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Coco Enterprises, LLC may only transact business in Arizona which includes communicating with persons in Arizona individually about rendering investment advice for compensation or solicit or negotiate for the sale of investment advisory services, if first compliant with or exempt from licensure or notice filing requirements.

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