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Hi, I’m Rafe.

Let's talk about your financial future.

Rafe Klein

Senior Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Catherine Guerrieri

Parent Plus Loans for College Costs

As college costs continue to rise, many families look for ways to bridge the financial gap left by other forms of financial aid. One option to consider is Parent PLUS loans. Parent PLUS loans, offered through the Department of Education's William D. Ford Federal Direct Loan...

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