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Specialties
I help people sort out the complexities in making financial decisions by helping them understand the advantages, disadvantages and tax implications of those decisions.
Often times it starts with me helping a client understand what they have and how that planning either helps or hinders them in reaching their financial goals. If appropriate I then make recommendations on how specific changes can get their actions better aligned with their goals.
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Always free for clients.
Tax Planning Certified Professional
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
I do not provide legal or tax advice.