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What will you do with your tax refund?

May 15, 2019 |Sameer Azam

Strategies to optimize the use of your income tax refund

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David Chilton with ETS logo

The Wealthy Barber on the benefits of corporate executorship

Jan 03, 2019 |Sameer Azam

“I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor.” David Chilton

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10 Financial to-do's to improve your financial health

Dec 21, 2018 |Sameer Azam
Welcome to my Blog!!! As a cornerstone to my practice, I've found financial literacy is crucial to the successful achievement of my clients' goals. I will be educating and covering topics that I feel are important such as building & preserving wealth...
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