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a mission to provide a different kind of investment firm, one that puts the clients' needs first financial goals by offering personalized financial advice, retirement planning, and expert investment research. In addition, they offer a range

range of services such as personalized financial advising, retirement planning, investment research, and complimentary workshops. Their goal is to

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. This includes saving for your children's education, retirement plans, annuities, IRAs, life insurance and more. As your

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licensed financial advisor providing personal and business financial planning, insurance, retirement, investments, and management. The team at Lori Smith

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