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Alan Jay Levine CFP®, RFC®, CRC®, AIF®, CPFA®

President
Founding Partner

Baba Oluyemi

Director

Lorie Rios heashot

Lorie Rios

LPL Investment Advisor Representative

Robert Shapiro

Financial Consultant

Kimani Andrews

Monitor your accounts.

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5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Apr 7, 2025

Categories

Investments

Retirement

Tax Planning

What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time...

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Social Security Retirement Benefits

Apr 3, 2025

Social Security was originally intended to provide older Americans with continuing income after retirement. Today...

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How to Choose the Right Investment Advisor

Nov 1, 2018

With the proliferation of investment and personal finance websites, investors have access to a boundless number...

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