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WE HAVE THE FOLLOWING TYPES OF CLIENTS:

●  Individuals, businesses, IRA, Custodians for minors, 529 Plans.
●  Pension and Profit Sharing Plans.

OUR REQUIREMENTS FOR OPENING AND MAINTAINING ACCOUNTS OR OTHERWISE ENGAGING US:

●  We generally require a minimum account balance of combined assets under management for our asset management service.
●  We generally charge a minimum fee for written financial plans. This minimum fee shall be negotiable.