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an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to our clientele. Our History We have been assisting our valuable clients needs since February including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k)

an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to workingour clientele. Our History We have been assisting our valuable clients needs since February 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA

Estate Planning; Revocable Living Trusts and all types of Irrevocable Qualified Personal Residence Trusts-QPRT, Irrevocable Life Insurance Trusts-ILITS, Family Limited Partnership Trusts-FLPSTrust Administration; Trust Litigation; Business Succession Planning; Corporate Litigation, Special Needs Planning and Elder Law.

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