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My Advisor & Planner LLC

My Advisor & Planner LLC

My Advisor & Planning, is a Private Wealth Management firm focused on serving high net worth and private business owners, their families, and key employees. They are an independent organization run by Industry Veterans. Clients engage us for the following: * Fiduciary Investment Management * Life, Long Term Care, and Disability Income protection for Estate and Business Planning * Qualified Retirement Plans (401k/Profit Sharing) * Non-qualified Deferred Compensation