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Financial Services

  • FIGHT INFLATION… DON’T OUTLIVE YOUR
    RETIREMENT NEST EGG!

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    Our proven strategies help you attain the best possible retirement income to keep runaway inflation from eroding your purchasing power. Learn how our sound investment strategies helped prevent our clients from losing money.

    KEEP THOSE YOU DISLIKE FROM INHERITING YOUR STUFF.

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    Our team of attorneys maintains the integrity of your Will to ensure your assets are passed on to the right people. Our job is to safeguard your assets for future generations, while protecting you from lawsuits and nursing home nightmares.


    KEEP TAXES FROM TAKING A BIG BITE!

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    Our Certified Tax Experts helps you avoid the IRA income-tax time-bomb that might destroy what you want to leave to future generations. We will minimize your income, estate and capital gains tax burdens so you save more of your hard earned money.

    ALL UNDER ONE ROOF…

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    Robert Dokken is your one stop Financial Quarterback. He coordinates the best team of CPAs, tax professionals, attorneys and money managers to put together your winning game plan. Robert’s team eliminates the confusion often associated with protecting your retirement account.