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"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett





Custom plans for every stage of life.

Wherever you go, we'll go there with you.

Who We Are

Who We Are

We have been working with individuals, families and small businesses in the area since 1980.

Each of our agents has extensive personal and professional experience.

Josh holds various professional designations including achieving the Certified Financial Planner Practitioner/CFP®...

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What We Do

What We Do

Bringing your finances together with a Financial Plan may include:

  • Investment Strategies
  • Retirement Planning
  • Risk Management & Insurance
  • Estate Planning
  • Tax Planning & Preparation
  • Tax Problems Solved
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Financial Strategies

Financial Strategies

In addition to understanding tax strategies and managing your tax bill, a special area of focus in our professional practice involves helping resolve many different types of IRS and State tax problems.

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Tax services offered by Best Tax Pro. Cetera Advisor Networks LLC does not provide tax or legal advice.

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