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We are proud to have served our clients for more than 40 years, with special knowledge of issues pertaining to the clergy and religious professionals.

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Which College Savings Plan Is Right for You? Learn the advantages and drawbacks of three college savings plans.

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Last Updated: 11/20/17

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This communication strictly intended for individuals residing in the states of AZ,CA,CT,DC,DE,FL,GA,IA,IL,IN,KS,KY,MA,MD,ME,MI,MN,MO,MT,NC,NJ,NM,NY,OH,PA,RI,SC,TX,VA,VT,WA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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