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HOLISTIC FINANCIAL PLANNING WITHOUT JUDGMENT

FEE-ONLY | FULL-TIME FIDUCIARY | WHOLLY INDEPENDENT

FINANCIAL AND TAX PLANNING TO HIGHLY COMPENSATED EMPLOYEES WITH LOCAL AND VIRTUAL SERVICES

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THE FIRST QUESTION WE USUALLY GET:

Let's face facts:
FINANCIAL SUCCESS IS COMPLICATED

You might have an investment portfolio you manage yourself, a 401(k) from your employer,

and even a few life insurance policies picked up over the years.

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Do they all work together?

Or are the pieces of your financial life operating independently and without a plan?

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RELAX. WE HAVE GOOD NEWS

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One team to manage your investment, set your budget, plan your legacy, and make sure you save enough to retire comfortably.

 

HERE ARE THE QUESTIONS WE CAN HELP YOU ANSWER:

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  • Am I invested in the right "stuff"?

  • Am I paying too much in taxes? How can I reduce my liability?

  • Can all my assets and investments get me to and through retirement?

  • Do I have enough money for retirement?

  • Do I need to be ingesting in anything else?

  • Should I be worrying about things I hear in the news about crypto?

  • What happens if I need to start caring for my parents financially?

  • What if I get sick? How will I make sure my family is cared for?

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Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.

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STREAMLINE COMPLICATED FINANCES
REDUCE TAXES IN RETIREMENT
HAVE A PLAN FOR INCOME
UNDERSTAND YOUR INVESTMENT

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