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Comprehensive Financial Services
We help our clients with all aspects of their financial life. Analyze cash flow, develop tax reduction or elimination strategies, manage investments and risk levels, incorporate estate and insurance needs. Our objective is see where you are at currently, analyze and evaluate if there are inefficiency in your present situation that could be remedied without impacting your present lifestyle.
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This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer and member FINRA & SIPC. 2801 Hwy 280 S, Birmingham, AL 35223; 800-288-3035
 


Check the background of this financial professional on FINRA's BrokerCheck.