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Specialties
Helping clients manage the complexities of wealth
Randy Linde, Featured in Barron’s® rankings of «Top 100 Financial Advisors”* 2011 – 2014
We help uncertain investors Accumulate, Grow & Protect their personal wealth with our established and rational methods.
Retirement Planning Strategies
Stock Option Strategies
Retirement Plan Distribution
Estate Planning Strategies
Tax Planning Strategies
Small Business
Investments
Insurance