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Investment Portfolio
We help families and business's accumulate, distribute assets during the retirement years, and pass on these assets to heirs as efficiently as possible. We do this thru the use of many investment vehicles such as mutual funds, stocks, cd's, life insurance, trusts, wills, etc. Allot of our work is with individuals seperating from service with401(k)'s, 403(b)'s, and employer stock programs.
Compassfs.com ~
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