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Services & Options

Comprehensive Wealth Management is a holistic approach to planning and managing all aspects of your financial life, including (but not exclusive to) investment advice, retirement planning, tax planning, risk management, and legal and estate planning.

Financial Planning

Financial Planning

Retirement Planning
Tax Planning
401(k) Planning
403(b) Planning
College Plans
Risk Management
Income Distribution

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Investments

Investments

Advisory Accounts
Values-based Investments
Stocks & Bonds
Mutual Funds
Traditional, SEP & Roth IRAs
ETFs
Government Securities
Annuity servicing

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Insurance

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

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Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.