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Choosing an Advisor

Not all advice is equal. Understand how to chose an advisor.

Income Planning

Retirement can last 20-30 year. Insure that you have made all the necessary plans allow you to have a “worry-less” retirement.

Legacy Planning

5 Mistakes that could have unintended consequences for passing on what you have worked so hard to accumulate.

2nd Opinion Tax Review

A tax return is a snapshot of history- history can be changed if you know the strategies.

Facts of Life

Life Insurance has changed from the days of our parents. It is no longer a “death” benefit, but may be used in “life” to take care of issues such as Long Term Care. It is an asset that you want to ensure is doing exactly what you want it to do for you and your family.

Roth Conversion

One of the best defense for future tax increase.

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