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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