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Advice that will shape your future

Planning

• Simplify your financial life

• Organize your financial affairs

• Minimize taxes (federal, state and estate)

• Retire free from financial worry

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Consulting

• Hourly advice to make good decisions

• Benefits and 401(k) review

• Tax advice and preparation

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Investing

• Manage investment risks

• Build a diversified portfolio

• Design a custom-screened portfolio

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