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Overview

Financial Planning 1 Estate Planning - Wills, Trusts Retirement Planning
Corporate and Public Seminars Benefit Planning - Qualified Plans, Group Insurance
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Investments 2 - Stocks/Bonds, Mutual Funds, Annuities Tax Planning
Education Planning
Business Planning
Insurance 3 - Life/Health, Disability, Long-Term Care

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.


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