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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.
Independent financial planner/advisor.
Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
Capital Planning Advisors,LLC
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