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SERVICES

401k Rollovers

IRA Accounts

Taxable Brokerage Accounts

Education Savings Accounts & 529 Plans

Donor Advised Fund

Investment Portfolio Management

Asset Allocation Strategies

Portfolio Tax Planning

Inheritances, Bequests &

Charitable Giving

Financial Guidance and Portfolio Management

for Individual and Institutional Investors

Types of Investments: ETFs, Mutual Funds, Stocks, Bonds, and Closed End Funds

Types of Portfolios: Low fee index fund portfolios, sustainability portfolios, performance driven portfolios,
retiree dividend/income portfolios

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