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Financial Planning

Financial Planning

Financial Planning for Divorcees

Financial Planning for LGBTQ+

Financial Planning for Unmarried Couples

Retirement Plans

Tax Reduction Strategies

Investment Products

Investment Products

Green Bonds

Blue Bonds

Alternative Energies (Wind, Solar, Geothermal, etc)

Fair Housing 

Gender Lens Investing

Pro-Equality (Gender and Sexuality)

Exclusion of Firearms and Weaponry 

Promotion of clean water and oceans

Women lead/Governed companies

Green power industry

Exclusion of meat industry 

Promoting Fair Animal Treatment

Rehabilitating Real Estate

Pollution/Carbon Control

Promotion of Human Rights

Exclusion of Gambling, Alcohol, Tobacco, Pornography



Disability Income Insurance

Individual and Joint Life Insurance

Long-Term-Care Insurance

Guaranteed Income/Old Age Protection

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you! |  608.287.3029