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Contact us about

one-on-one meetings


group presentations. 

Whether you are married, single, divorced, have kids or don't, have a 401K or retirement type account, are broke or have investment dollars, own a home or rent, now is the time to speak with us; we truly enjoy teaching and educating people about alternatives to the traditional investing options like the stock market, mutual funds, bonds, and life insurance.  There is nothing really "wrong" with those but you owe it to yourself to learn about "non-traditional investing".

Let us inform you about the power of self-directed IRA's.

Let us teach you about CESA's for college tuition.

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