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Whether saving for your children's education, a vacation home, or other major purchases, I can develop a savings model that can position you to achieve your goals -- be they long or short term.
I can evaluate your mix of savings in personal taxable accounts, employee stock purchase plans, and in tax deferred plans, such as educational savings plans, and implement a savings strategy that factors in your unique needs and helps you maximize growth. savings.gif (7373 bytes)

Now is the perfect time to begin setting up a savings plan, and lay the groundwork for a secure future.

Contact me today to arrange for a free, in home consultation.


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