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Financial Management Services

Estate Planning

I have found a great Estate Planning Attorney who can assist my clients in this specialized area. This is a field that requires an expert to handle Estate and Trust matters.

Tax Planning

I personally have over thirty years of income tax experience. Plus, a network of hundreds of other colleagues that are also tax experts.

Retirement Planning

We all strive to have enough money at retirement. But, how much is enough? Will I outlive my money? How much will I get from Social Security?

Investment Planning

What investments are right for my situation? What happens when my needs change? Can anyone help me?

Educational Planning

As parents/grandparents we want to send our kids to college. But what college? How much is it going to cost to send Johnny/Susie to college? When should I start planning for college?


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Securities offered through Cetera Advisors LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

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