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The goal of my team is to deliver the customized guidance and support you need to meet your long-term goals and objectives—and to weather volatile times, today and in the future.
We are a financial advisor with fee-only management. We are licensed insurance agents offering annuities and life insurance, market protection investing, estate and tax planning and tax prep. We are building a personal retirement that you can't outlive and a protection from market loss. Attention federal employees, want to know how to maximize your benefits? Call us for a free benefit analysis done by a Chartered Federal employee benefit counselor.