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Resources Available

Investment Management
> Asset Allocation Portfolios
> Managed Portfolios
> College Savings Portfolios
> Retirement Portfolios

Wealth Management
> Wealth Accumulation Strategies
> 401(k), IRA and Company Pension Planning
> Stock Option Planning

Risk Management
> Life and Health Insurance
> Disability Insurance
> Long Term Care Insurance
> Individual and Group Plans

Cash Management
> Cash Flow Analysis
> Debt Consolidation and Reduction

Tax Planning*
> Capital Gains Management
> Tax Preparation and Counsel

Estate Planning*
> Wills
> Power of Attorney
> Health Care Directives
> Trusts
> Legacy/Generation Planning
> Charitable Giving


* Tax and Estate Planning services are offered through qualified professionals and estate planning attorneys.
 

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©2008 St. Pedro & Associates, Inc. Financial Services – Wealth, Financial, Retirement and Estate Planning NPC PRIVACY POLICY
St. Pedro Corporate Center, 460 South Lewis Road, Suite 101, Royersford, PA 19468 Phone: 610-792-2500; 800-220-5433 Fax: 610-792-5101

All Registered Representatives offer securities and advisory services through National Planning Corporation (NPC), Member FINRA SIPC, a Registered Investment Advisor. St. Pedro & Associates, Inc and NPC are separate and unrelated companies. NPC of America (NPCOA) in FL and NY. (See "Welcome" page for the full disclosure statement).