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Summit Wealth Management is a financial planning and wealth management firm dedicated to helping individuals and families achieve their long-term financial goals. We offer a range of services, including retirement planning, investment management, estate planning, insurance, and tax planning, all tailored to our clients' unique needs and circumstances. With extensive resources and a team of experienced professionals, we strive to build trusted relationships with our clients and help them pursue their financial futures.
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Family Legacy Planning is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We offer services including Retirement Income Strategies, Wealth Management, Annuities, Life Insurance, Asset Protection, and Tax-Efficient Strategies.
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