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Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including:

  • Comprehensive Financial Lifestyle Planning
  • Legacy, Estate, and Philanthropy Planning
  • Tax Minimization Strategies
  • Risk Management and Asset Protection
  • Enhanced Portfolio Reporting
  • Frequent Communication and Education
  • Medicare Supplement
  • Social Security Maximization
  • RMD Tax Planning
  • Veteran Benefit Education
  • Life Insurance & Long Term Care Planning