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Why choose a CERTIFIED FINANCIAL PLANNER™ Professional?
CFP. Mark



Financial Security by Design
852 Acampo Drive

Lafayette, CA 94549

Hours by appointment

925.299.0472 or Fax 925.299.0473

e-mail: lingane@post.harvard.edu

Why choose an ENROLLED AGENT?

WE PROVIDE OBJECTIVE ADVICE to help you manage your financial affairs. 

WE CAN HELP YOU

·         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.

WE ARE PAID DIRECTLY by our customers.  View our special introductory interview and report.

THE FINE PRINT

1/1/2015