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My company ties together four areas; Health, Finance, Tax and Legal. Any one of these concerns can bring down the house with a severe predicament.
An Independent advisor assisting clients who desire multiple income streams. Predictable, guaranteed, consistent incomes with a new respect for tax free income sources.
My first client was in 1985 and I continue to enjoy resources such as Seeking Alpha that help make our financial life more productive. Income now, income later, and wealth transfer.
Alternative Investments, Annuities, Bonds, Closed End Funds, Commodities, Dividend stock ideas & income, ETFs, Emerging Markets, Energy stocks, Forex, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
Capital Planning Advisors,LLC
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