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Free initial meeting. Can I buy you a cup of coffee?

The initial meeting can be by phone or in person.

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Financial Advice

We provide financial advice tailored to fit your personal situation!

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Tax Planning

A good financial plan should always have a solid integrated tax plan supporting it!

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Tax Advantaged Investments

Specializing in tax-advantaged investments to accelerate your savings growth!

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Giving Something Back!

Volunteer work done for a number of local charities.

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Recommended Websites

A collection of useful reference websites.

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Just for Fun!

Some of my favorite things to do!

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