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Client Centered

FINANCIAL PLANNING – Bringing all the confusing moving parts of our financial lives into an organized game plan that can be understood and managed.  

  Answering questions like...

  • Am I saving enough for college and retirement?  Where does it all go?
  • Does a Roth Conversion make sense for us, at our tax bracket?
  • Am I better off with the company benefits or buying my own?
  • Is there anything else we can do to pay less in taxes?
  • When should I take my Social Security and how is it taxed?

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