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       Working in the financial industry for over 13 years, we have always strived to give families the best financial planning for their future. Advising on their retirement planning, strategies for lifetime income streams and different ways to maintain living standards after retirement are some of the  services we offer to our clients. Having a variety of options for college planning, mortgage protection and estate planning helps us organize and plan for our clients’ financial future. This strategy turns clients into friends through a lifetime of providing financial services.