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OUR SERVICES

AFTER A COST-FREE INITIAL ASSESSMENT, WE WILL PROVIDE YOU A ROAD-MAP TO ADDRESS NEAR AND LONG-TERM GOALS

INDIVIDUALS AND FAMILIES

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  • WEALTH ACCUMULATION

  • RETIREMENT PLANNING

  • ESTATE PLANNING

  • LIFE & DISABILITY INSURANCE

  • TAX STRATEGIES

  • EDUCATION SAVINGS

  • LONG-TERM CARE

  • CHARITABLE GIFTING

BUSINESSES & ENTREPRENEURS

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  • FINANCIAL & OPERATIONAL PLANNING

  • SUCCESSION PLANNING

  • EXECUTIVE COMPENSATION

  • 401(k) & RETIREMENT BENEFITS

  • GROWTH & EXIT STRATEGIES

  • RISK MANAGEMENT (INSURANCE)

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this page may only discuss and/or transact business with residents of the following states: Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA),Illinois (IL), Indiana (IN), Kansas (KS), Kentucky (KY), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN),  Mississippi (MS), North Carolina (NC), Nevada (NV), New Jersey (NJ), New Mexico (NM), New York (NY), Ohio (OH), Pennsylvania (PA), Puerto Rico (PR), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), West Virginia (WV), Wisconsin (WI). 

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SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions.  SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest.  Please visit https://www.ramseysolutions.com/smartvestor/referrals/RFIDKNYXCDNK2Y0U/ramsey_disclosure?key=RFASQN3ME00G5O1G to learn more.

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