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We're focused on helping you understand the complex financial economy, 

so that you can be better informed and more proactive in your planning.

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Expanding Your Resources to Create, Preserve & Transfer Wealth

Planning for your wealth, taxes and estate is essential to growing and preserving your assets. At our upcoming seminar, financial advisor Eric Oh, tax professional David Hilliard, and the team at The Law Office of James F. Roberts & Associates will discuss strategies and best practices to consider so that you are better informed and can be more proactive in your planning.

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