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We have a plan for income, long-term care, and to leave something behind for our children and grandchildren.  

-- Dave and Tina C

Tax Savings

I started working with Kieran and I now save over $100,000 in Federal Income Taxes annually.  

-- Bob F 


Kieran showed us how to increase income and lower risk.  It is what we need in retirement.  

-- Glenn M

Stock Investments

My stocks are now managed by one of the top asset managers in the country.  I have less risk and more consistent returns, wouldn't have had this without working with Kieran.  

-- Steve H

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