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Financial Planning

  • PERSONAL FINANCIAL MANAGEMENT
    • Compile personal financial statements
    • Tax analysis
    • Providing for children's education
    • Life insurance analysis
    • Retirement planning
    • Estate planning
    • Comprehensive financial plan
  • INVESTMENT MANAGEMENT THROUGH CLM CAPITAL MANAGEMENT, LLC
  • BOOKKEEPING AND PAYROLL SERVICES
    • Bill paying and personal record-keeping
    • Preparation of payroll checks and government reports for household employees

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