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At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which

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business consulting services to small businesses, including S and C Corps, LLCs, Partnerships, Sole Props, and Not-for-Profit. Our mission is to help business owners and individuals to plan our clients maximize their financial goals by providing consultation and advice to ensure they stay

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