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Our Service:

1. Contact Us - use the form below to request a FREE telephone Consultation.

2. Financial Planning - Comprehensive Planning:
   Insurance/Annuity, Tax, Education, Retirement and Estate Planning.

3. Portfolio Management - Asset Management:
   Risk Management/Suitability Tests, Hedging Risks and Portfolio construction:
   Aggressive, Balanced or Conservative Portfolio.

4. Specialized services - inquire.