Charles Melita

Protecting Your Family, Preparing Your Future & Planning Your Legacy.

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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

- Warren Buffett

Have you explored all your options when it comes to managing your taxable income?

Here are five facts about Social Security that might surprise you.

Take care of loved ones with detailed estate planning.

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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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A sound financial roadmap is just the start

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