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Our Process

Dan Flanagan tells you  how to avoid tax-season scams. 

Our History

Why the IRS won't require you to report payments and refunds you received from your state in 2022. 

Our Values

How to avoid making costly IRA beneficiary naming mistakes.  

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Our aspiration is to serve as your trusted partner by providing comprehensive financial planning and portfolio management advice, strategies and solutions that address the many financial opportunities and challenges you may have at different stages of your life.  

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