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Thank you for the analysis in alignable, Jim.  It truly helped me get started in my business and my retirement plan.

-Jane S.

Thank you, Jim, for always being available when I call. and having answers to my questions!!!

And , I  appreciate your knowledge about all the different options open to me.

-Le Ann W.

My Plan 4 Retirement is a great service!

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Jim is passionate about caring for his clients. He helps untangle all aspects of retirement and estate planning to help clients understand their resources and manage assets.

-Orion T.