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Where do you want to go? We'll get there, together.

We specialize in Physicians and Dentists!

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<b>We help make your money work for you:</b>

We help make your money work for you:

  • Pay the Least Amount of Tax Possible
  • Retire in the Style You Envision
  • Take Care of Your Family
  • Send Your Children to College
  • Leave a Legacy to Your Heirs
<strong>Financial Advice Shouldn't Be Complicated.</strong>

We specialize in physicians and dentists!  We want to become your family CFO by assisting you with tax planning and offering comprehensive financial planning services through Laurette Dearden's affiliation with Avantax Investment ServicesSM   

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The Monthly Market Update will inform you of the current market conditions. 

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