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"It is an absolute pleasure conducting business with Rick.  He is a highly talented and creative planner.  He is skilled at putting together a financial plan that is suited to your financial aspirations and needs and considers your tolerance for risk.  He conveys the plan with ease and has created a financial plan that is helping me to achieve all my goals for my future and for now.  I can't thank him enough."

Dan Dussault
Co-Owner, Maxim MotorSports