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Advice

Advice2024-06-14T03:37:58+00:00

NEED A Financial Consultant?

TAX PLANNING

Taxes impact everything

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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BUSINESS PLANNING

Who comes after you?

Life insurance can play an important role in a business succession plan. Life insurance can be integrated with many of the tools, techniques and strategies commonly used in business succession planning.

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INCOME STRATEGIES

Planning how income will come to you later….

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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FINANCIAL COACHING

Hard to play the game without a coach

There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that. The problem isn’t knowing what to do – the problem is getting it done.

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FINANCIAL EDUCATION COURSE

willing to teach you all you want to know

I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.

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PROFESSIONAL DIRECTION

our certified professionals provide answers to your questions

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