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What We Do

Comprehensive Financial Planning

Portfolio Analysis and Optimization

Retirement Planning

Education Planning

Estate Planning

Tax Planning Strategies

Insurance Analysis

Business Planning

Retirement Plan Management

401K

SIMPLE IRA

SEP IRA

Wealth Management

Fee Based Portfolio Management

Active Fund Management

Passive Fund Management

Alternative Investments

Variable Annuities

Risk Management

Term Life Insurance

Permanent Life Insurance

Individual Disability Insurance

Long Term Care

Medicare Supplement