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  • EDUCATION
    • Financial Edification
    • Lifetime Bookstore
    • Resource Directory
  • SERVICES
    • Services Overview
    • The 4×4 Financial Plan sm
    • Retirement Planning
    • Asset Protection
    • Estate Planning
    • Tax Planning
  • PROFESSIONALS
  • EVENTS
    • All Events
  • ABOUT
    • About Us
    • What We Do & Why
    • Schedule An Appointment
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Recent posts

Recent Posts

  • Episode 20 Seller Financing and Other Ways to Fund your Real Estate Investments
  • The Smart Tax Planning Newsletter March 2021
  • Investment Advisor vs Broker
  • The Practical Guide to S Corporation Taxes

Lifetime’s Services

The 4x4 Financial Independence Plan ˢᵐ
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  • The Smart Tax Minimizer ℠ (For Consumer and Home-Based Businesses)

Additional Specialty Services

  • The Smart Caregiver’s Planner & Tax Guide System ℠
  • The Smart College Cost Eliminator ℠
  • The Smart Tax Planning System for Business Owners ℠
  • Consulting & Coaching

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