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Meeting Room

Resources

As an essentail partner to your success, the resources that I provide go well beyond my scope of expertise. You deserve to have access to some fo the best complimentary resources available.

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Recommend Resources & Expertise

Resources & Links

IRS https://www.irs.gov/individuals/get-transcript

 Having access to your current tax records helps you be in the know

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Social Security:    https://www.ssa.gov/myaccount/

Registering and reviewing your personal social security statement helps you identify any errors or omissions that may affect your future payment.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are general information, and should not be considered a solicitation for the purchase or sale of any security. 

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Check the background of your financial professional on FINRA's BrokerCheck. â€‹

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