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LEGAL:

TAX PLANNING
DEED PREPARATION
ASSET PROTECTION
LEGACY CREATION
SPECIAL NEEDS TRUSTS
BUSINESS SUCCESSION PLANNING
GIFTING STRATEGIES
CHARITABLE GIFTING


FINANCIAL*:

LIFE INSURANCE
DISABILITY INSURANCE
LONG TERM CARE
RETIREMENT PLANNING
GUARANTEED INCOME ANNUITY


*CA Ins. Lic. #OG78697