Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: Ken offers financial planning service including educational workshops, retirement income planning, investment management, and extended care planning.

Bio: A financial advisor and tax planning specialist at LifePlan, uniquely positioned with a dual background in financial advising and tax planning.

Bio: Rick specializes in tailored financial strategies for professionals, CPAs, business owners and entrepreneurs.

Bio: Leadership - Behavioral and Values Based Advice - High Quality Bias - Business Owner

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