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    • Comprehensive Financial Planning
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    • College Funding
    • Special Needs Planning

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    Financial Position

    • Know your current net worth

    • Track your current income & expenses

    • Manage your debt

    • Project your current net worth income & expenses

    Comprehensive Financial Planning
    Business Planning
    Financial Position
    Adequate Protection
    Wealth Accumulation Strategies
    Retirement Planning
    Tax Reduction Strategies
    Estate Planning
    College Funding
    Special Needs Planning
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    Disclosure & Licensing

    CRN202209-271323 |

    Check the background of this investment professional on FINRA's BrokerCheck.