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preparation, help with IRS filings, business and personal tax returns, and financial planning. Our mission is toin order to maximize our clients’ savings and financial success. Our team is led by Howard, who is currently studying for the final board exam to become a Certified Financial Planner. His experience and

provides financial planning and investment advisory services to individual investors, families and business owners for a fee strategies, concentrated stock positions, fee-only financial planning, investment management, 401(K) and provided on this page is only for illustration purposes. Everyone's situation is

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