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  • Budget Planning

  • Business Planning

  • Buy/Sell Agreements

  • College Plans

  • Credit Counseling

  • Debt Consolidation

  • Estate Planning

  • Foundations

  • IRC-125 Plans

  • Living Trusts

  • Military Benefits

  • Private Pension Plans

  • Social Security Audits

  • Split Dollar Pensions

  • Tax Strategies

Services

Mortgages

Purchase

Refinancing

Conventional

FHA2nd Trust Deeds

Construction Loans

Home Improvement Loans

VA Loans

Insurance

Mortgage Insurance

Individual Life Insurance

Individual Health Insurance

Individual Disability Insurance

Individual Dental Insurance

Fixed Annuities/Index Annuities

Long Term Care

Securities

Mutual Funds

Tax Free Investments

Variable Universal Life

Variable Annuitites

Qualified Retirement Plans

401k, 403b, IRA, Keogh, SEP, TSA

Profit Sharing Plans

Roth IRA's

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