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Comprehensive Financial Planning and Asset Management
Commission-Free, pure fee-only services. For those desiring a complete financial solution and on-going asset management, we offer:
- A Comprehensive Financial Plan – Including retirement planning, risk management, tax planning, education funding, investment planning and estate Planning
- Customized portfolio, based on time horizon and risk tolerance, utilizing no-load mutual funds, individual stocks and bonds and separate account managers, as indicated
- Detailed quarterly and annual performance reporting
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