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Specialties
Weekly Radio Show on 1330 KNSS News Talk Radio From 9 to 10 Sunday Mornings for the Money-Planning Hour
Over 40 Years of Helping People with There Money & Protecting Their Retirement
Team of People Caring for you and Your Family with at Least One CFP™ for Each Client
Independent Planners with «thinking» Solutions with the Experience to Help Guide Your Personal Financial Situation in Trying Times and Good Times Too
Long Term Clients with Long Relationships, the Norm Not the Exception