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Holistic Planning

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Retirement: 

 

Getting ready for and living successfully in Retirement.

Tax: 

 

Tax Planning

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Investing: 

 

Putting  your money to work

Advocate: 

 

When you need someone on YOUR side.

Transition: 
 

Safely navigating through transition

Organizing: 

 

Simplify

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Investment advisory services offered through Tuggle & Russell, LLC, a State of Texas registered investment advisor.

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This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Lois Russell at 972-788-4703.

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