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·  Retirement Planning Specialist

·  401k, 403b, Pension Plans

·  IRA and Rollover Distributions

·  Financial Needs Analysis

·  Estate Planning

·  Education Funding

·  Fixed and Variable Annuities

·  Mutual Funds

·  Life Insurance

·  Medicare Solutions

·  Long Term Care



With special attention towards account owners of the following companies:

Annuities 

 

 

Mutual Funds 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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