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Our expertise lies in helping clients create a robust and enduring financial foundation to build on into the future. For most people, this process begins with safeguarding what you already possess - your income, retirement savings, home, or perhaps even your own business. Together, we'll pave the path towards building a secure and prosperous financial future. We offer free Money 101 workshops and Wine, Women & Wealth networking events. I specialize in life insurance that you do not have to die to use and I help prevent a 401k's from turning into a 201k's. I also specialize in small group health insurance.
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