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Independendt Registered Investment Advisory Firm providing fee only active wealth management and comprehensive financial planning. Comprehensive financial planning includes consulting in the following areas:



Investment;

Retirement plans;

Retirement Goals;

Insurance;

Estate Planning;

Asset Protection;

Tax Planning;

Business Planning;

Education Planning;

Budget Planning.



Active Wealth Management includes knowledge and experience in the following areas:



Retirement Plans;

Mutual Funds;

Electronic Traded Funds (ETFs);

Annuities;

Stocks;

Bonds;

Life Insurance Products;

Trusts;

Minimum Required Distributions (MRDS);

IRAs;

Roths;

SEP IRAs;

401ks;

Defined Contriubutions Plans;

Defined Benefit Plans.

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