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  • Education Planning | Estate & Gift Planning | Featured | Investment Planning

    A Personal Solution to a National Problem

    ByAdam Oerther, CFP® August 10, 2017June 28, 2024

    It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt…

    Continue Reading A Personal Solution to a National ProblemContinue

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  • WHO WE ARE
    • About Us
    • Employee Bios
    • Our Story
    • Our Approach
  • SERVICES
    • Investment Management & Comprehensive Financial Planning
    • Who We Serve
  • CLIENT ACCESS
    • Black Diamond
    • eMoney
    • PERSHING
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    • Blog
    • B&C Newsletters
    • Relationship Summary
    • Disclosure Brochure
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