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Our goal is to add “Alpha” to you and your family. “Alpha” is a financial term that, when achieved, results in a positive variance. We help our listeners achieve Alpha in many aspects of their overall plan by covering a broad range of topics like market updates and investment strategies, forward tax planning, and estate and asset protection planning. We also invite industry experts on our show, such as prominent attorneys, tax advisors, and business owners, to provide their unique insight and ideas on adding “Alpha.”

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John Williams

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Anna Davlantes

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