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Westlake, OH 44145

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Understanding the Alternate Valuation Date

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What Is the Dividend Yield?

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The importance of life insurance, how it works, and how much coverage you need.

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A presentation about managing money: using it, saving it, and even getting credit.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Leaving Your Lasting Legacy

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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