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I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. To make the best partner for my clients, I have found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know. CA license number 0N05271