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OUR SERVICES

100% Fiduciary

 

FINANCIAL PLANNING

  •  Budget Planning

  •  Business Exit Planning

  •  Cash Flow Analysis

  •  Charitable Gift Planning

  • Debt Management Planning

  •  Divorce Planning

  •  Education Planning

  •  Insurance Planning

  •  Investment Planning

  • Legacy Planning

  •  Major Purchase Planning

  •  Medicare Analysis

  •  Personal Financial Planning

  •  Retirement Planning

  • Social Security Analysis

  •  Succession Planning

  •  Tax Planning

INVESTMENT MANAGEMENT

  • Development and review of the Investment Policy Statement

  • A written quarterly performance monitor

  • Discretionary asset management

  • Portfolio rebalancing

  • Tax-loss harvesting