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Financial Planning

Whereas there are various descriptive terms in our industry, we prefer to use the term financial planning. Many of our peers describe themselves as "wealth managers" which is a good name for firms which specialize almost solely on money management. Investment management is only one of five areas which we address. At our firm, we manage investments for clients, but also address the other areas of financial planning. In addition to helping the client address the five key areas of financial planning, we also help clients coordinate the five areas in their financial world. 

Our goal is to seek first to understand you, our client, and your immediate and long term concerns and objectives. We then create strategies tailored to your needs and goals to address the five key areas of financial planning:

  • Risk Management / Asset Protection
  • Estate Planning
  • Retirement Income Planning
  • Tax Planning
  • Investment Management

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