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PROPOSALS PROVIDED FOR ASSETS OF $500,000 OR MORE
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I work with a wide range of people from varied walks of life. For those in the community who are lesbian or gay, financial services and socially responsible investment advice are very crucial considerations. Many of my clients are gay or lesbian and I specialize in the financial challenges unique to the LGBT community. My goal is to provide my clients with sound, informative financial advice, superior investment solutions, and far-sighted planning services.