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Celebrating "44" years of Home Town Business

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    Creating, Managing, 
    Financial Solutions & 
    Protecting Wealth
    WINNER!
     
    2016 Investment Company 
    2015 Financial Planner 
    of the Year in Milton

    Solutions!

     Editions of Solutions! Magazine:

     

    • Fall 2016

    • Summer 2016

    • Fall 2015 

    • Spring/Summer 2015

    • Winter 2014

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    TRAVEL INSURANCE 

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    DENTAL/HEALTH PLANS

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    • Dental/Health Plans 

     

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    Articles

    • Social Media Conversation

    • Show me the Money

    • Beyond the Piggy Bank

    • Keep the Cottage in the Family

    • Mortgage Insurance - Buyer Beware

    • Reduce Debt & Manage what's left



     

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    Videos:

    • Save $1000's & Repay Mortgage Faster!!

    • Ask the right Questions

    • Are you ready to retire?

    • Mortgage Insurance

    • Beyond the Piggy Bank

    • The Rising Cost of Education

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