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          About

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                    Meet Your Team

                      Our Process

                        Defining the Client Experience

                          It's About Earning Your Trust

                            Our Mission Statement

                              How Do We Get Paid

                                Why I Became a CFP

                                  Harry's Unconventional Monthly Newsletter

                                    Second Opinion Complimentary Analysis

                                      Meet Harry Pappas Jr.

                                        Harry's Newspaper Column (Ponte Verda Recorder)

                                          In The News

                                            Our Office Pictures

                                              Our Location

                                                We Help Position CPA Practices To Become an Accounting Firm of the Future

                                                  Check Out These Links

                                                    What is a Fiduciary?

                                                      Transparency is the Language of Trust

                                                        Locations

                                                          Who Pays When Someone without Health Insurance Goes to the ER?

                                                            Now is Not the Time to Invest in Stocks. Or is it?

                                                              Learn to Communicate Like the Diaper Lady

                                                                Investment Planning Does Not Have to be Complicated

                                                                  20 Little Known Strategies That Your Financial Advisor May Not Tell You

                                                                    Not-so-powerful Powers of Attorney

                                                                      Churches Should Strive for Transparency

                                                                        Oh My!

                                                                          Federal Tax Publications

                                                                            Federal Tax Rates

                                                                              Federal-Tax-Forms

                                                                                Glossary

                                                                                Tax Calendar

                                                                                  Tax Glossary

                                                                                    Tax Wise Strategies

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