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INVESTMENTS
- Mutual Funds
- Managed Accounts
- Traditional IRA
- College Savings Plans (529)
- Roth IRA
- SIMPLE IRA
- SEP IRA
- Brokerage Accounts
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- Variable Annuities
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FINANCIAL PLANNING
- Retirement Planning
- Tax Planning
- Estate Planning
INSURANCE
- Life & Health
- Long Term Care
- Disability