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Income Tax Preparation	Income Tax Planning	Investment Planning	Estate Planning & Charity
Retirement Planning	Risk Management & Insurance	Cash Flow & Budgeting	Family Planning Services

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		Our Location 6140 W Creek Rd, Suite 200 Independence, OH 44131			Call Us (440) 888-6884
		Email Us Send us a message			Hours Monday-Friday 9am-5pm


Check the background of this firm on FINRA’s BrokerCheck

Securities offered through Silver Oak Securities, Inc., member FINRA / SIPC. Advisory services offered through United Advisors Group.  Silver Oak Securities, United Advisor Group and Ko-Advisors are not affiliated.

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TAKE INVENTORY OF WHERE YOU ARE NOW, WHERE YOU WANT TO BE AND WHAT IT MAY TAKE TO GET THERE.

WHAT WE CAN DO FOR YOU

TAKE INVENTORY OF WHERE YOU ARE NOW,
WHERE YOU WANT TO BE AND
WHAT IT MAY TAKE TO GET THERE.