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HOLISTIC FINANCIAL PLANNING WITHOUT JUDGMENT
FEE-ONLY | FULL-TIME FIDUCIARY | WHOLLY INDEPENDENT
FINANCIAL AND TAX PLANNING TO HIGHLY COMPENSATED EMPLOYEES WITH LOCAL AND VIRTUAL SERVICES
FINANCIAL SUCCESS IS COMPLICATED:
Let's face facts:
You might have an investment portfolio you manage yourself, a 401(k) from your employer,
and even a few life insurance policies picked up over the years.
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Do they all work together?
Or are the pieces of your financial life operating independently and without a plan?
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RELAX. WE HAVE GOOD NEWS
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One team to manage your investment, set your budget, plan your legacy, and ensure you save enough to retire comfortably.
HERE ARE THE QUESTIONS WE CAN HELP YOU ANSWER:
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Am I invested in the right "stuff"?
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Am I paying too much in taxes? How can I reduce my liability?
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Can all my assets and investments get me to and through retirement?
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Do I have enough money for retirement?
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Do I need to be investing in anything else?
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Should I be worrying about things I hear in the news about crypto?
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What happens if I need to start caring for my parents financially?
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What if I get sick? How will I make sure my family is cared for?
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Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.
STREAMLINE COMPLICATED FINANCES
REDUCE TAXES IN RETIREMENT
HAVE A PLAN FOR INCOME
UNDERSTAND YOUR INVESTMENT
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