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Our Services
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What I do....... Help my clients with wealth accumulation & distribution planning.I work with Attorneys, C.P.A.'s & Trust Officers to make sure the plan not only meets my clients needs, but is as tax efficient as the law allows. |
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Registered Representative of and securities offered through ING Financial Partners, Inc., member FINRA, SIPC. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in AK,AZ,CA,CO,CT,FL,MI,MN,MT,NH,NM,NV,OR,TX,WA. We are registered to sell Securities in AZ,CA,CO,FL,MT,NM,NV,OR,WA. [ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ] |