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About Us
As a Financial Advisor and Chartered Retirement Planning Counselor, I am dedicated to helping individuals meet their financial needs as it pertains to:
. Retirement Funding / Estate Planning
. 401(k) / Profit Sharing & Defined Benefit Plans
. Asset Allocation for Growth & Income
* Tax Efficient Investing
* Business Services
* Profit Sharing and Defined Benefit Plans
* Estate Planning
* IRAs & IRA Rollovers
* Retirement Planning