We focus on helping investors in the following areas:
Investments
- Stocks
- Bonds
- Exchange Traded Funds
- Mutual Funds
- CD's
- Variable Annuities
- Fixed Annuities
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- IRA's
- Brokerage Accounts
- Managed Accounts
- Treasury Bills
- Government Securities
- 529 Plans
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Financial & Tax Planning
- Retirement Plans
- Tax Plans
- College Plans
- Estate Plans
| - Tax Efficient Investments
- Tax Harvesting
- Capital Gain/Loss Analysis
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