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Retirement Planning

We provide highly-customized retirement income strategies to help you make the most of your savings.

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Financial Planning

As a Certified Financial Planner, CFP®, we are highly skilled at providing our clients with expert financial advice they can use to meet their specific goals.

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Small Business Planning

Ensure your business finances are working for profitable long-term growth. You can rely on our small business financial experts to provide you with a customized plan that works.

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Risk Management & Insurance

Determine the optimal amount of protection you need to cover your family and assets. Our licensed insurance professionals can provide you with the best options to meet your specific coverage needs.

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401K Maneuver

You can take charge of your 401(k) account and minimize your downside risk with proper asset allocation through quarterly rebalancing.

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Important Disclosures

Financial Vehicles does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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