Develops strategies to reduce taxes and maximize cash flow using clients goals. Specializes in employee benefits and 401(k)s. Works with individuals and corporate clients. Member, First Affirmative Financial Network.
Securities offered through First Heartland Capital, Inc. Member FINRA and SIPC.
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1612 K Street NW, Suite 1000, Washington DC 20006
Phone: (800) 584-7336 Fax: (202) 331-8166
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