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All the knowledge in the world... Will appear as ignorance... without ACTION.

Services

I am a CPA and provide tax preparation services for individuals as well as self employed or single member LLC businesses.

I am a registered investment adviser representative and provide financial services in many areas of planning such as:

Investments

Bonds

Fixed Annuities​

Exchange Traded Funds (ETFs)

Mutual Funds

529 Plans

Fixed Index Annuities (FIAs)

Financial

Retirement Plans

Tax Plans

401k Planning

Insurance

Life Insurance

Long Term Care Insurance

Credit Repair

We can help you improve your credit score and figure out how to reduce your credit card debt. Your credit rating is very important anytime you are borrowing money or even renting an apartment.

Do you have any questions or would like more information on our firm?

please feel free to contact us. I look forward to
hearing from you.

Contact Us

(952) 843-4941

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