Shari Bevan, Attorney, ChFC, CLU, Bevan Wealth & Tax Strategies

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Our goal is to assist clients with all facets of wealth matters, including wealth accumulation, income planning, retirement planning, investments, and estate, as well as, tax planning, and serving our clients with honesty, integrity, respect, kindness and a sense of social responsibility. Investment advisory services offered through Change Path, LLC, an Investment Advisor. Bevan Wealth & Tax Strategies and Change Path, LLC are not affiliated.