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Overview of Individual Financial Planning / Wealth Management

Financial planning, comprehensive planning, holistic planning, wealth management… the list of names advisors use to make their planning sound like it encompasses everything  you need is long.  Unfortunately, most planners’ actual amount of work is much like a bag of potato chips -- only half filled. 

Why do we say this?  First, taxes are one of the most important elements of financial planning. We save clients more money in taxes than any other area of financial planning.  More money in our clients’ pockets equates to more money to save for retirement. 

Second, we actually look at all  aspects of your finances:

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.