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Mutual is a full-service financial and investment planning company that provides clients with personalized wealth management, retirement planning, college savings, estate planning strategies, life insurance reviews, disability insurance reviews, long-term care insurance reviews, and

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termination and estate planning. His employment practice concentrates on advising and representing employees of long term care facilities who are

. Service: We offer Group/Individual Benefits, 401(k) Plans, Long Term Care, Estate Planning, Property Insurance, Auto Insurance, General Liability, Workers

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independence they deserve. Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers, Wealth Accumulation & Investments, Life Insurance, Annuities, Long-Term Care, Transition Planning (due to Job Change, Job Loss, Retirement

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your requirements, objectives and values. Most of our plans revolve around revocable living trusts. Additionally, wills, special Parent Contingency Plan to make sure that your children will be taken care of in accordance with your wishes, both in the immediate and long-term. We also

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