Tax Advantaged Investing
Thanks to Mike Repak for presenting great information at our Lunch N Learn held at the Courtyard Marriott.
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Mike spoke about Tax Advantaged Investing and the new tax code effecting federal filings.  Clients enjoyed a great meal and gained some valuable knowledge that can be applied to their financial planning.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.