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WebPrivate Wealth Management A team approach Exceptional financial strength and stability Wealth planning: A structured approach Building lasting relationships Business transition and succession planning The proof is in our numbers 339 Collective years of experience As of 12/31/2024 3.2 Billion Assets under management 20 Years in business as a team WebDean Knepper, CPA, CFP ® is. the founding principal of Lifetime Financial Planning, Inc., a. fee only financial, tax and investment planning and advisory firm serving Northern … easter events downriver
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