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My Philosophy

Is to assist and educate each client in all aspects of their financial lives. This includes investments, taxes, insurance, retirement and estate planning strategies for individuals and small businesses. Anticipating Economic and Monetary changes to reduce risk and enhance growth for our clients. This is achieved by having flexibility in a retirement plan and maintaining reasonable parameters to ensure prudence and care in the execution of the investment plan.

Securities offered through Allan Wayne Lewis; A Registered Representative of Crown Capital Securities L.P. member FINRA/SIPC

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