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  • Home
  • Our Team
  • Work With Us
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    • Estate Preservation
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    • Book – “Creating Your Dream Retirement”
    • Financial Planning from a Christian’s Perspective
    • Colors of Money – free ebook
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    • The Retirement Toolkit
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Posts Tagged ‘#tax_planning’

Tax Talk – Reducing Estate Taxes

By Michelle Bertram | September 20, 2023 | 0
Tax Talk - Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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