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Emily Goodman
Who We Serve
Those Near San Luis Obispo
Those Near Santa Barbara
Those Preferring Fidelity as Custodian
Those Experiencing Sudden Wealth
Those Retiring from Raytheon
Those Retiring from PG&E
How We Work
Managing Your Investments
Organizing Taxes and Estate
Optimizing Your Risk
Maximize Your 401(k) Potential
Enhancing Your Roth Strategy
Planning Your Succession
Optimize Your Tax Strategy
Preserve Your Legacy
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