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experienced fiduciary financial advisor and Certified Financial Planner™ who assists individuals, families free financial plans which include live access to assets and liabilities for offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™ CFP

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tax preparation for individuals and businesses, as well as providing new business start-up consultations, tax and financial planning. We tax preparation for small business entities (LLC, Partnerships, S Corps, C Corps), accounting and bookkeeping services, retirement planning services

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