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Welcome to Estate & Financial Strategies, Inc.
Let Estate & Financial Strategies, Inc. help you to maximize your retirement income and minimize your risk, while also helping you to reduce taxes. We specialize in asset protection and preservation which we believe to be at least as important as getting the best return on your money. Most of our clients are retired or near retirement, therefore our first priority is to assure you have a safe, secure, and prosperous retirement. Feel free to look around our site to learn more about reducing risks through Estate and Financial planning, Annuities, Long Term Care and your other insurance and financial needs.
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NEWSTax Preparation Tips We're thrilled to have Dr. Friday back on both the Retirement Report today and she'll be with us on Sunday on the Financial Lifestyle Show. Listen here live at 11am on Sunday 1/22. Buy Hank's Book
Free Forms Click here to download our Lifestyle Expense Sheet and more to help with your planning needs. Site Partners
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