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As a professional financial advisor, I help investors protect
their financial assets and standard of living. Services Include:
- Investment Portfolio Management
- We help Increase and Protect Your Wealth by specializing in proven
investment strategies with a good performance history. Our goal is
to help you get the most from your money with investments that are
suitable with your concerns. This is the most important element of your
retirement plan.
- Estate Planning
- Even if you have a living trust, you may still pay estate taxes
unless you take steps to avoid them. We can show you how to
avoid estate taxes which are required under the current tax
laws.
- Long Term Care
- Protection or qualification for Medicaid. We find you the best
coverage within your budget for long term care protection.
- Annuities and Insurance
- Life insurance for protection and peace of mind. Learn the best
method to shelter assets and defray taxes. As independent brokers, we
use proven companies and have the ability to get you the best results.
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