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1. Consultation

2. Planning

3. Freedom
3 STEPS TO FREEDOM
Financial Coaching
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Debt Management & Budgeting
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Retirement Planning
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Estate and Succession Planning
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Insurance Planning
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Mortgage & Real Estate Advisory
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Credit Repair & Management
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College Planning & Student Loans
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Bankruptcy & Foreclosure Advisory
Tax Service
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Personal & Business Tax Preparation
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Trust & Estate Tax Preparation
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Professional Tax-Savings Planning
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Out-of-State Returns
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Late Tax Return Filing
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Business Entity Setup & Management
Accounting
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Payroll
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Accounts Payable/Receivable
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General Ledger Accounting
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Bank Reconciliations
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Financial Statement Preparation
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Financial Analysis
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