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Services: Complete Accounting, Sale Tax, Payroll & Bookkeeping, Business & Worker Compensation Insurance. - We do Offer In . - We help buying and selling Real Estate, and do Mortgage Loans. - We consult Retirement (Social Security Benefits..) & College Planning (FAFSA..) and advice on Retirement & College

Succession Wealth Accumulation Estate Planning Wealth Preservation Estate Liquidity Charitable Transfer Planning Retirement Planning 401(k) Plan Investment and AdministrationRetirement Planning Investments Stocks, Bonds, and Mutual Funds Real Estate and Natural Gas Limited Partnerships Insurance Life Insurance Analysis

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Wealth Management is an independent retirement planning and wealth management firm. For 20Our services include: Retirement Planning - Social Security Planning - Investment Management - Tax Planning - Medicare - Real Estate Investing Securities and advisoryWealth Management are not affiliated. CA Insurance Lic #0D00267

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