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choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Financial Security by Design
Lafayette, CA 94549
Hours by appointment
925.299.0472 or Fax 925.299.0473
Why choose an ENROLLED AGENT?
WE PROVIDE OBJECTIVE ADVICE to help you manage your financial affairs.
WE CAN HELP YOU
<![if !supportLists]>· <![endif]>Comply with your income, gift and estate tax obligations.
OUR INVESTMENT PHILOSOPHY is grounded on the principles of Simplicity, Diversification, Cost Control and Tax Awareness.
THE FINE PRINT