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I'm looking for financial solutions, including:

	Financial planning (how will I pay for college, retire comfortably, etc.)
	The advice of a Financial Advisor, along with the flexibility to trade online
	Help picking the right mix of investments for my needs (stocks, bonds, mutual funds, etc.)
	Help planning my estate and transferring wealth to my family
	Help selecting investment strategies that let me save on taxes
	Professional money management, in an investment style that's right for me

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With regard to investment risk, in general I am:

I currently own or have owned the following types of investments:

	Stocks		Bonds (government, corporate or municipal)
	Mutual Funds		Annuities
	Unit Trusts		Money market funds or Certificates of Deposit (CDs)
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