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Story I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in: AZ, OR and securities in: AZ, CA, OR. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 17550 North Perimeter Drive, Suite 450, Scottsdale AZ 85255.
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