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Financial and Retirement Planning

Bennett Bennett & Trice, PLLC’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can assist your other financial advisors to guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Bennett Bennett & Trice, PLLC can provide our expertise so your investment plans will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

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