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Areas of Advice

How We Work

As a fully independent, fiduciary practice, we bring a level of intellectual excellence and a depth of knowledge to all of the areas detailed below. No matter what your current situation or future aspirations, our team can help craft strategies, allowing you to achieve your goals and realize your financial dreams.

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Financial Planning

Goal Tracking and Accountability

Budgeting Debt

Management Strategies

Net Worth Statements

Real Estate and Asset Review

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Investment Planning

Roth/Traditional IRAs

Portfolio Selection

Self-Employed Retirement Options

College Planning

Risk Tolerance Review

Rebalancing Analysis

Rollover Education

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Tax Planning*

Tax Sensitive Investments

Tax Loss Harvesting

Tax-Deductible/ Deferred Investments

Tax Diversification of Assets

Plan Coordination with CPA

Tax-Efficient Gifting Strategies

1099 Planning (S Corp and K1)

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Insurance Planning

Coverage Review of:




Long-Term Care

Property and Casualty


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Retirement Planning

Social Security Planning

401K Review

Business Benefit Packages

Review of Employee Stock Purchase Options

Pension Planning

Deferred Compensation Plans

Defined Benefits Plans

Retirement Projections

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Estate Planning*

Access to Trustee Services

Trust Asset Management

Self-Employed Retirement Options

Proactive Tax- Efficient Gifting Strategies

Irrevocable Life Insurance Trusts

Legacy Planning

Wealth Transfer Strategies

Beneficiary Review

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Business Financial Planning

Group Benefits Plans

Business Evaluation and Succession Planning

Corporate Structure and Distribution Planning

Human Resources Department Support

Buy/Sell Agreement

Employer/Employee Retirement Options

Employee Financial Planning

1099 Planning (S Corp and K1)

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Want to Learn More?

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