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Serving as Your Financial Advocate

Working to ensure every decision benefits your bottom line.

Our Services

The advice we provide our clients is always delivered in a comprehensive context. We are uniquely positioned to see the big picture across investments, taxes, estate planning and retirement so we can ensure all of the components of your wealth planning are working together.

   

Individuals 

Financial Planning

First, we’ll define your goals and objectives. Then, we’ll identify shortfalls and inefficiencies in your current situation and search for planning opportunities to expose potential improvements.

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Investment Advice

Our goal is to understand your goals and objectives, help you make educated decisions and coordinate your investments with your comprehensive financial plan.

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Retirement Planning

Making sure your financial umbrella covers your retirement is our job. Living the retirement you want is yours.

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Wealth Management

Our wealth management services are designed for individuals and families with dynamic and complex financial situations.

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Private Business 

Business Planning

From start-ups to companies with sales over $100 million, our team has consulted with 300+ businesses and corporations. We offer a number of business planning services in correlation with — or independent of — our financial planning services. 

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Retirement Plans

We help businesses and corporations design and implement qualified and non-qualified retirement plans. Additionally, we offer regular reviews of your plan, employee communication and ongoing consulting services to ensure everything runs smoothly. 

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Shareholders Agreement Auditing

Many business owners have some form of a buy/sell agreement in place. However, we often find opportunities for improvement, such as improving tax efficiency and restructuring the agreement to ensure proper coordination among all parts.

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