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Financial Planning

Together, we will create a financial plan with the right strategies and investments that fit your life goals and objectives. A roadmap specifically and uniquely designed for you. 

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Retirement Planning

Our years experience have prepared us to guide you through your life transitions.

When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience.

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Wealth & Investment Management

We select investments suitable for your risk tolerance create portfolios and strategies that are tailored to your needs and goals.

TAX-SMART Cost-Efficient, High-Value Financial Strategies are used to minimize your tax exposure and maximize your performance.

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Insurance & Annuities

No financial plan or planning is complete without giving proper considerations to risk management. Risk management evaluates the possibility of loss of income and assets due to unforeseen circumstances, such as extended illness, disability and death. 

  • Life Insurance
  • Disability Insurance
  • Long-Term-Care
  • Annuities
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Estate & Trust Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Tax Services

Put our expertise to work for you! We specialize in preparing tax returns, identifying eligible deductions and credits to minimize any tax lability and maximize your tax refunds. 

  • Tax Preparation
  • Tax Planning
  • Tax Relief & Resolution
  • Estate & Trust Tax Services
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (734) 256-7234