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Retirement Planning:

Living and feeling well is on everyone's mind. Once in retirement, budgeting your resources and maintaining your lifestyle are likely among your highest priorities. Whatever your aspirations, we can help you prepare for smooth sailing into the sunset.

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College Savings:

Providing for the educational future of a child or grandchild requires both discipline and strategy. We can help you plan and decide on the multiple investment possibilities including Coverdell education savings accounts, 529 college savings accounts and specialized trusts.

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401 (k) Rollovers:

If you’ve changed jobs or are retiring, rolling over your retirement assets to an IRA can be an excellent solution. It is a nontaxable event when executed properly, and gives you access to a wide range of investments and the convenience of consolidating your savings into a single location.