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of taxes allowable by law. Financial Planning We are dedicated to developing a financial plan that aids in achieving your short- to retirement savings, identifying and mitigating risk, estate and gift planning, charitable planning, education savings and planning for major

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address their financial concerns - such as saving for a child's education or retirement. Service: I'm committed mutual funds, annuities, IRA, life insurance and college savings plans; Review your insurance and financial needs as they

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face-to-face conversations. We specialize in retirement planning, education savings and tax-smart investment strategies. Our dedicated team