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Client's Requirements (Description of Clients Served) We work with a large variety of clients. Clients seek our services for:
Normally we work with clients who have an income over $125,000 and have investment assets significantly in excess of $100,000. One of our specialties is working with individuals who are planning to retire in the near future and are seeking counsel about an upcoming Lump-Sum Retirement Plan Distribution.
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Securities offered
through Centaurus Financial, Inc., a Registered Broker/Dealer, Member
FINRA &
SIPC |