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Retirement

Create Wealth with money you are tipping the government.  Let us show you better returns.

Tax

Save Money on Taxes with a written Tax Plan.

Risk

Protect it all.  Protect everything you love from everything threatening it.

Melvin R Young CEO

Wallace Glausi, JD

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Ed Lyon JD, CPA

Jean Buillet EA

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Jessica Shawley
Tax Manager

Krista Sawyer
Office Manager

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