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We are not compensated in any way for our work with other professionals on behalf of our clients. The goal is to optimize the opportunities for client success all areas of Financial Planning:


Estate Planning – Board Certified Estate Planning Attorneys

Estate plan creation and implementation, given our clients’ current retirement, medical and financial circumstances; review and coordination as needed for document updates to ensure the latest plan objectives are met

Tax Planning – Certified Public Accountants

Tax planning and tax return preparation by certified full-time tax professionals; estimating future taxes; choosing a tax payment schedule and methodology

Cash Flow Planning – Banking and Mortgage Professionals

Comprehensive banking services, including home equity lines of credit and home (re)financing

Asset Protection Planning – Independent Insurance Agents

Comprehensive asset and income protection, including health, life, disability, and long term care

Retirement Planning – Retirement Plan Administrators

Comprehensive plan design and administration services, including the proper structure for any company-sponsored or self-employed plan

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