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Looking past the moment,
preparing your finances for the long term

The outcome of your financial plan can be optimized by working together with other trusted professionals such as your accountant and attorney. The tax and estate implications of today’s decisions can have enormous impact in the future.

That’s why we emphasize and facilitate team meetings with those professionals. Typically, an annual meeting is scheduled to review your situation, with an eye toward growing your assets, minimizing your tax liability and optimizing proper estate planning.


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