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Our Services

How We Work

We provide assistance in the following areas:

Financial Planning Services -- Dynamic software that helps clients identify, explore and prepare for their retirement goals. Can prepare and share online with screen sharing. Click to see sample plan.

Investment Management and Portfolio Analysis -- Access to a wide range of investments, including, investments with downside protection, mutual funds, ETFs, REITs, BDCs and alternative investments. Quarterly Performance reports. Click to see sample report.

Education Planning -- Assistance with education on 529 plans.

Goal Planning -- Can prepare an analysis and plan for a specific goal such as a home purchase.

Insurance -- Review of current insurance, insurance needed and best strategy to purchase coverage.

Employee Benefits -- Review of benefits at work including insurance and retirement plans.

Estate Planning Strategies-- Work with estate attorneys and CPAs to develop a plan for the preservation of wealth from generation to generation.

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.   |  561-333-7391

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