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Our Services 

Retirement Income Planning- Helping people with income needs once their paychecks end. 

Retirement Planning- Maximizing our clients Return On Life. 

College Planning- Offering affordable college planning options that include 529 plans and more sophisticated planning choices. 

Insurance- Serving your insurance needs with Life Insurance for adults and children, Income Replacement options, "Leaving a Legacy" and Long Term Care plans. 

Stewardship- Leading "God Owns It All" and Biblical Stewardship seminars for churches. Focused on faith based investment portfolios. 

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