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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

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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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