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Our Expertise

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Our relationships with many well-known insurance and financial services companies, allow us to offer a wide selection of products and services. Creating a diverse strategy allows you to prepare for your future and can help safeguard the lifestyle you've built.

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Retirement planning determines retirement income goals and the actions and decisions necessary today to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to gauge whether the retirement income goal will be achieved.

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As a Business Owner you bear 100% of the risk, yet the IRS benefits tremendously from your hard work and profitable business. I’ve specialized in helping Business Owners make sure they are well aware of tax codes that help them maximize their profits and minimize their taxation. I educate them about a tax-advantaged strategy that the bank & large corporations have been utilizing.

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