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Years in Business:
11-15
Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes
Languages:
English
Area of Expertise:
Insurance Planning, Investment Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Divorce and Separation Planning, High Net Worth, Small Business Planning, Succession Planning, Tax Planning
PLEASE NOTE: Information on member designations is self-reported. All designation statuses should be verified with the associated certifying body. Advocis reserves the right to remove designations from profiles based on internal audits.