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Guide you through the maze of retirement options – 401(k), IRA, Roth IRA, pensions, annuities, etc.
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Help you reach your education savings goals through 529 Plans and other techniques.
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Design and and manage your investments to optimize return and manage risk based on your goals, risk tolerance, and time horizon.
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Determine the type and amount of insurance you need to protect yourself, your family, and your assets.
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Minimize your taxes, file your tax returns, and plan to reduce future tax impact.
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If you own a business, develop a strategy to manage your business finances.
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Decrease your estate tax liability, thereby adding to the financial stability of your loved ones.
