Portfolio: Private Wealth Management, Money Ssset Management, Retirement planning, Variable Annuities / Dorothy Sharon

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Our main purpose is to create a partnership with our clients to enable them to attain and maintain financial independence.

3/8/2016, financial

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We deal with retirement, financial, business, education and estate planning as well as trust services, wealth and tax management.

4/18/2016, fixed annuities

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We deal with retirement, financial, business, education and estate planning as well as trust services, wealth and tax management.

5/24/2016, retirement planning

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Our portfolio service reviews current holdings of clients and help them to take necessary changes to ensure a better future.

6/20/2016, estate planning