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Mission Statement

Our mission is to help people with their financial decisions.

Whether you are looking for tax help, investment direction, or an over-all financial plan, our personalized service focuses on you.

Making a difference, one person at a time.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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