- Tax Preparation Services: Individual, Partnership, LLC and Corp. and setting Loans. - We consult Retirement (Social Security Benefits..) & College Planning (FAFSA..) and advice on Retirement & College Saving investments. - Other your original passport) + We do e-File for free to help you receive refunds faster

Certified Financial Planner™ specializing in retirement planning and investment management. We help you plan for your future so you have start HarborLight Investments to help individuals navigate the challenges of investing and planning for their financial future. We feel

We provide Wealth Advisory Services -- financial planning coupled with asset management -- The CORE ofdo together with your goals. We are compensated for our independent advice and investment management solely , as we are a Fee-Only firm. Retirement Planning, Education Savings Planning, Investment Management, Roth IRAs

support as needed. We specialize in helping you plan for retirement, save for education, and be a tax-smart investor. Our a face to face conversation. We can provide individualized support to meet your specific needs. We are

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your financial goals. We can assist you in planning for retirement, saving for education, and making tax-smart investments. By having

successful families, businesses, and individuals. We strive to secure current financial wealth and plan for the future our clients envision. To accomplish this, we develop comprehensive earning, spending, saving and

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financial health of each individual so please do not hesitate to reach out for any assistance you provide personalized advice that can help you prepare for retirement, save for education and become a more tax-savvy investorus work with you to develop the best plan for your financial future. Whatever your goals, we are

mutual funds, retirement planning, financial planning, financial services, investment advisory services, annuities, retirement insurance plans, investment securitiesadvice and services to meet their individual needs. Our team has decades to your individual needs, to help you make sound financial decisions for the

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range of financial planning services as well as other investment advisory services to both individuals and business professionals plans, education funding solutions, personal retirement funding, and charitable planning techniques. Our advisors can help you devise the best plan for

In these turbulent times, we are here for you to provide guidance, support, and assistance. We meet your individual financial goals. With the expertise of Todd Shelley - Financial Advisor, our team can plan for retirement, save for college

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