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Portfolios by Objective

Securities Offered

Aggressive
Moderate Aggressive
Balanced
Moderate Conservative
Conservative

Mutual Funds
Variable Annuities
 
Stocks (not for 403b)

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Tax Advantaged
Tax Free

Client Profile

Services

Teachers

Employees of School Districts and other organizations

Families & Friends of above

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Establish Goals
Analyze
Recommend
Implement
Monitor
Report

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Check the background of this financial professional on FINRA's BrokerCheck