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ABOUT ME

For nearly 30 years, I've specialized in financial services, focusing on providing retirement planning services.  My expertise lies in crafting tailored solutions that align with clients' long-term goals and ensuring financial security. I've dedicated myself to empowering individuals and businesses, providing guidance and strategies that are designed to pave the way for a prosperous future.

Other Business Resources: 
SION JAJATE, CPA

Sion Jajate is an experienced Certified Public Accountant who specializes in helping businesses thrive. With over ten years of experience dealing with midsize, microcap, and small businesses, Sion has the right expertise to help you fulfill your financial needs. Through his Virtual CFO services and Tax Planning expertise, Sion provides personalized and precise results you can count on.

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