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Phil and Suzie are a husband and wife team. Phil has been in Accounting, Finance and Taxes for over 25 years. Suzie has had an excellent career in customer service, marketing, and client relations for some outstanding companies. Her technical and people skills complement this very successful husban…
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We are a diversified planning firm, dedicated to providing financial services, products, and support to assist our clients in reaching their unique financial goals. Our mission is to provide the highest quality financial services and advice in the country. We are committed to delivering industry-le…