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About Us

  • Our Team
    Jim Kersey
    Britanie Kersey

Our Services

  • Estate Planning
    Charitable Giving
    Estate Planning
    Family Financial Council Meetings
    Trusts
  • Financial Planning
    Asset Protection
    Life Insurance
    Wealth Accumulation
  • Retirement Planning
    IRA Legacy Planning
    IRA & 401(k) Assets
    Long Term Care
    Retirement Income Strategies
    Social Security
  • Tax Planning
    Business Owners
    Tax Reduction Strategies

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