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    Allen Stewart is a licensed tax preparer and insurance agent. He has worked for the past ten years in retirement planning for his clients, and because of his education and licenses in tax preparation and insurance annuity plans he developed a unique program that not only helped his clients to save more money, but accomplished the savings with little or no effect on their take home pay moreover he saw a way for his client to take advantage of retirement products to help them save for retirement, and at the same time make adjustment to their payroll taxes to let them live the lifestyle they were living before they started saving.
 
Allen Stewart Sr.            Articles
Tax license #A108115
Insurance license #0B69340
 
 
 
 
    About 10 years ago, I found clients saying I don’t have any money to save. Their savings programs had gotten to a standstill. And when it came to planning for the future it was embarrassing. “It” was not in the plans, no matter what, if you know what I mean. Moreover, they had no answer to, how to save more, how to keep their current life style, and how to prepare for their future? They tried everything…extra job, home based business, e bay, any way to have extra money. This worked with the sacrifice of family and free time. I wanted to find a way to help and I did. Now with the help of the internet I'm trying to help as many people as I can to prepare for their future. I was introduced to financial planning late in my life and have had to play catch-up. If I can share the knowledge I have learned over the last ten years with you and it helps you to start your planning early so you are not like me then we will both win.
 
Kevin Clinton Sr
Insurance license #0B15436
 
Frank E Edwards III
Insurance license #0675702
Tax License #A039443 
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