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Personalized Financial Planning
• Retirement Planning
— 403(b), 457(b) and 401(k) Plans
— Roth IRA, Traditional IRA
— SIMPLE IRA, SEP IRA, 401(k)
— Rollover Consultations
• Investments
— Mutual Funds
— Annuities (fixed and variable)
• Customized Retirement Counseling
• Education Planning
— 529 College Savings Plan
— Coverdell Education Savings Account
— UGMA/UTMA
• Insurance
— Disability
— Life
— Long-Term Care
• Asset Management Services
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