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EDUCATION PLANNING

 Discussion of qualified tuition plans  

  Discussion of college saving plans

  College costs and inflation

  Individual needs analysis 

  Identifying Alternative Minimum Tax issues 

  Development of funding strategies 

  Provide direction on ownership of assets

  Financial aid strategies 

  We are here for all of your Education Planning needs 

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


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