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Consumer Information Relating to Financial Planning and Investment Advice
Certified Financial Planner Board of Standards, Inc.
Financial Industry Regulatory Authority (FINRA)
Garrett Planning Network
Securities and Exchange Commission (SEC)
California Oversite Board
College Planning & Financial Aid
Saving for College
Social Security Administration
Kiplinger’s Retirement Report
Long Term Care Information
Internal Revenue Service
California Franchise Tax Board
New York Department of Taxation and Finance