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Financial Planning:

Planning and Saving for Financial Goals

Risk Management:

Protecting assets, income, and loved-ones through prudent insurance strategies

Caring for aging parents

Why health care expenses and long-term care expenses matter so much in retirement

Investments:

Investment strategies for portfolios under $500,000

Investment strategies for portfolios over $500,000

Alternative investments - why they matter

Socially Responsible Investing

Income Tax Planning:

How will your investments be taxed?

How will your Social Security be taxed?

Planning for Retirement:

Income Strategies During Retirement Years

Preparing your money soon before you retire

The specifics of Social Security

401(k) Distribution options

Tax Free Income Sources

Estate Planning

The basics of estate planning

Living Trusts - do they make sense for everyone?

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