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Services Offered

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1031 Exchanges
401k Rollover From Employer
Alternative Asset Class Planning
Alternative Investments
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Business Income Tax Planning
Business Succession & Liquidation Planning
Captive Insurance
CD Alternative
College Planning
Commission-Only Financial Planning (Full Disclosure)
Disability Insurance
Education Funding & Financial Aid Planning
Estate Tax Planning
Fee Only Portfolio Management
Fee-Only Comprehensive Financial Planning
Health Care Insurance
High Yield Bank Accounts
Hourly Financial Planning Engagements
Income for Life/ Preserve Principal
Individual Income Tax Planning
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
IRA, 401k, Roth IRA, QDRO Rollovers
Life Insurance
Life Settlements
Long-term Care Insurance
Long-Term Health Care Planning
Medicare Planning
Mortgage Refinancing
Pension for Highly Compensated Owners
Planning For Personal Finances & Budgeting
Portfolio Engineering
Real Estate Investment Planning
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning
Reverse Mortgage
Stock Market Alternative
Supplemental Medicare Insurance
Tax-deferred Exchanges
Wealth Engineering
Wealth Management

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