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Make a difference in the lives of others

Make a difference in the lives of others

1. Optimization of Retirement Income 2. Extended Care Protection using Asset-Care LTC or Annuity Care LTC 3. Managed Money/Investments/Wealth Accumulation 4. Retirement Services 5. Employee Benefits 6. Small Businesses . 7. 2 advanced attorneys on staff that can be called at any time for help with client questions or case preparation that does not cost the client any money. 8. Economic Principles conversations 9. Social Security Optimization report specifically for clients. 10. CPA that does $99 Taxes for the public and our clients on staff

Financial Advisor