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Annuities
Fixed index annuities, 401k/403b transfers, lump-sum investments
Legacy Planning and Life Insurances
Estate planning, wealth transfer, charitable giving, family and personal legacy, end-of-life
Retirement Planning
Setting retirement goals, discuss your current financial situation, retirement accounts, saving and investing.
Infinite Banking
Premium Financing - Become your own bank
Non-Fee Based Planning for All Your Financial Needs
Sheltering Money From Taxes
Mitigating taxes and tax free returns
College Planning
Financial planning and saving for college