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Retirement
Create Wealth with money you are tipping the government. Let us show you better returns.
Tax
Save Money on Taxes with a written Tax Plan.
Risk
Protect it all. Protect everything you love from everything threatening it.
Melvin R Young CEO
Wallace Glausi, JD
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Ed Lyon JD, CPA
Jean Buillet EA
Jessica Shawley
Tax Manager
Krista Sawyer
Office Manager
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