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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

Bonds

Fixed Annuities

Fixed Annuities​

Exchange Traded Funds (ETFs)

Exchange Traded Funds (ETFs)

Mutual Funds

Mutual Funds

529 Plans

529 Plans

Fixed Index Annuities (FIAs)

Fixed Index Annuities (FIAs)

Bonds

Bonds

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Fixed Annuities

Fixed Annuities​

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Common Stock

Common Stock​

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Mutual Funds

Mutual Funds

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529 Plans

529 Plans

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Brokerage Accounts

Brokerage Accounts

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Financial

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.

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