Expert Services
We're here for you! We offer:

Tax Planning Strategies
Retirement Plan Distribution
Estate Planning Strategies
Education Planning
Wealth Preservation Strategies
Retirement Planning Strategies

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Michele Rohde
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers...