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        About

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                    • Investing
                      Bonds
                    • Tax Planning
                      Tax Strategies for Retirement Plans
                      Tax-Free Investments
                      Tax Deferral
                      Tax Deductions
                    • Retirement
                      Planning Options
                      Self-Employed Retirement Plans
                      Traditional IRAs
                      Roth IRAs
                      Save Now or Save Later
                      401(k) Plans
                      Managing Retirement Plans
                    • Estates & Trusts
                      Gifting Strategies
                      Charitable Giving
                      Estate Planning
                      Living Trusts

                    Our Team

                      Our Difference

                        What we do/Our Process

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                            Investment Services Copy

                              Investment Services

                                Guidance For Divorce

                                  Guidance For Widower

                                    Divorce Attorney Partners

                                      Community Involvement

                                        Videos

                                        • Bringing Up Baby
                                        • Do You Know Who Your Beneficiaries Are?
                                        • The Value of a Bond
                                        • What Would Happen to Your Estate?
                                        • What Is An Annuity?

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                                                    • 1650 Lake Shore Drive
                                                      Suite 120
                                                      Columbus, OH 43204
                                                    • 614.388.8420
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                                                      • Our Process
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