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FPA Financial Planning Association  Independent Asset and Wealth Management Firm
National Association of Tax Professionals
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CFP Certified Financial Planner Independent Asset and Wealth Management Firm
Paul Fenner is a Chartered Financial Consultant ChFC

who we are

We help clients gain peace of mind by reducing the anxiety and burden of planning their financial lives.

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A no-obligation initial meeting, is the first step to a dynamic client experience with a wealth management firm that understands and cares.

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TAMMA can help you balance all of the financial pressures you’re facing and focus on what’s most important.

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The duty to pay reasonable fees for your plan services and to act solely in the best interest of participants[...]
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