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Retirement Consulting

Our representatives believe that long-term financial well being is within the grasp of all Americans. We will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

Business Data Analysis

Personalized Financial Planning

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Senior Golfers Outdoors

Retirement Planning

  • 403(b), 457(b), and 401(k)  plans

  • Roth IRA

  • Traditional IRA

  • Simple IRA

  • SEP IRA

  • Lump Sum Rollover Consulting

Coin Donation Scene

Investments

  • Mutual Funds

  • Annuities ( Fixed, Fixed Index and Variable)

  • Stocks and Bonds

Therapy Session

Customized Retirement Counseling

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Homework Assistance

Education Planning

  • 529 College Savings Plans

  • Coverdell Education Savings Account

  • UGMA/UTMA

Signing a Contract

Insurance

  • Disability

  • Long-Term Care

  • Life

  • Health

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck