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Individuals and Families

My first priority is helping you take care of yourself and your family.

To learn more about the services I offer for individuals and families, click on the buttons below:

529 College Savings Plans

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SpecialCare

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Investments

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Mutual Funds

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Individual Retirement Account

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Annuities

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Trust Services

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Long Term Care Insurance

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Life Insurance

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Disability Income Insurance

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Social Security

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