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Years in Business:
26+
Clientele:
Pre-retired, Self-employed, Professionals, Retired
Languages:
English
Area of Expertise:
Business Planning, Business Transition Planning, Charitable Giving, Divorce and Separation Planning, Education Planning, Employee/Group Benefit Plans, Estate Planning, Executive Compensation and Benefits, High Net Worth, Insurance Planning, Investment Planning, Mortgages and Debt Planning, Planning for those with Disabilities, Post-Retirement Benefits, Retirement Income Planning, Retirement Planning, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Multi-generational Family Service
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.