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Retirement Services
Investment Management
Tax Efficiency
Estate Planning
Social Security Planning
Medicare Planning
About Us
Meet Our Team
Michael Escobar CLTC
Charles Tatum CFF
Our Testimonials
Education
Free Guides
Social Security: Myth vs. Fact
Guide to Budget for Retirement
Guide to Investing When You're Young
Guide to Creating Your Own Pension Plan
Guide for When Someone Dies Without a Will
Benefit Guide to Roth IRAs
Guide to Starting Your Own Business
Guide to Active and Passive Investment Management
Guide to Using IRA Trusts
What to Do Financially When a Spouse Dies?
News
Videos
Educational Videos
Contact Us
Client Portal