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Our Services

FINANCIAL LIFE SERVICES

  • Accounting Services
  • Credit, Financing & Lending Advice
  • Investor Behavioral Coaching
  • Cash Management / Bill Payment
  • Financial Power of Attorney /Real Estate Consultation
  • Credit Score Monitoring /
    Identity Protection
  • Audits & Financial Review
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CUSTOM FINANCIAL PLANNING

  • Financial & Investment Planning
  • Non-Traditional Investments & Assets
  • Income and Estate Tax Planning & Minimization Strategies
  • Asset Allocation and Risk Protection /Insurance Strategies
  • Retirement Income Planning / Social Security / Pensions
  • Social Impact Investments
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BUSINESS SERVICES

  •  Business Consulting & Strategic Planning
  •  Review of Buy-Sell Agreements /Contract Negotiations
  •  Succession Planning
  •  Cash Flow Management /
     Liability Management
  •  Income & Expense Analysis
  •  Personal Property Analysis
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FAMILY SERVICES

  • Planning for Marriage, Divorce & Births
  • Multi-Generational Goal Tracking
  • Family Financial & Healthcare Education
  • Lifestyle Planning & Advice
  • College & Education Planning
  • Select Concierge Services
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ESTATE & INHERITANCE PLANNING

  • Estate Planning / Wealth Transition
  • Trust Administration Services
  • Estate Management Education
  • Philanthropy & Charitable Giving /Legacy Planning
  • End of Life Planning / Wills
  • Family Appointments Recommended
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