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George Phelps CFP®, CLU, ChFC®
My Services
While developing a customized financial program, I will walk you through a step-by-step process, developing long-term investment strategies.
Once these long-term strategies have been established, I will customize a portion of your long term money to provide financial security and a comfortable retirement.
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Tax management (do not prepare taxes)
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Investment management
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Retirement strategies
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Estate conservation
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Insurance and annuity products
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