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is on track. Our team of professionals has over 20 years of investment management experience, led by CFA of the few investment managers to successfully navigate through the 2008 Financial Crisis. We are Fee Only advisors. Our goal is to provide the lowest-cost solutions for our clients to meet their investment goals.

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securities broker, and registered investment advisor. He is now offering comparable services to those of H&R Block, Jacksonis more than happy to answer any associated investment or business questions. Furthermore, he can review prior year income tax returns at no cost. Credit cards are accepted as payment.You