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Your Personal CFO

  • Written financial plan when appropriate
  • Formal and Informal Meetings
  • Complete financial assessment
  • Set and Prioritize Financial Goals
  • Assistance with Property and Casualty
  • CPA and Attorney referrals*

*These are not recommendations or endorsements. They are a list of possible resources should you need those services.

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Investment Management

  • Regular investment reviews
  • Consolidate and simplify accounts
  • Review existing 401(k) and IRA
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Wealth Management

  • Retirement income planning
  • Estate and charitable planning
  • Long term care planning
  • Review and Analyze Social Security 
  • Insurance planning
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Business Services

  • Succession and Retirement Planning
  • Key Executive Benefits
  • Deferred Compensation
  • Exit Strategy Planning
  • Assistance with Business Valuation & Succession
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Helping You and Your Family

  • Multi-generational legacy planning
  • Insurance audit reviews
  • Assistance with Trust services through collaboration with attorneys
  • Client educational events and seminars
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Safeguarding & Due Diligence

  • Regulated by both SEC & FINRA
  • 3rd party compliance and oversight
  • 3rd party investment managers
  • 3rd party investment custodians
  • Insurance company due diligence
  • Disaster protection plan in place
  • Unbiased investment research
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