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Our Process

Planning for the Life You Deserve

We start by working closely with you to identify your financial needs and objectives so that we can create a personalized financial plan. Next, we implement strategies that are consistent with your goals by coordinating with your attorney, CPA or other professionals. From there, we then provide ongoing monitoring of your plan to ensure your strategies stay on course.

*The financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products and services may result in commissions or fees outside of the financial plan fee, if applicable. Periodic reviews of your financial plan may requier a new planning agreement and result in additional fees, if applicable.

**We do not offer tax or legal advice. Tax Management and Estate Planning services are provided working together with your Estate Attorney, Tax Advisor and/or CPA. Any individuals involved in the estate planning process should work with an estate planning team including their own personal legal or tax counsel. Consult them for advice on specific legal or tax matters.