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Products & Services
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Strategies

  • Educational IRA

  • Traditional IRA

  • Solo 401K

  • Roth IRA

  • SEP IRA

  • Simple SEP

  • Fixed Annuity

  • Indexed Annuity

  • Life insurance

  • Debt Elimination

  • Indexed Universal Life

  • Fixed Universal Life

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Financial Planning

  • Retirement Plans

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Charitable Remainder Trusts

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Insurance

  • Indexed Universal Life

  • Fixed Life Insurance

  • Term Life insurance

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Taxes

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