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Why Do Clients Hire Us?

The answer is, simply, coordination, or more specifically, the lack of coordination in their existing financial planning and the desire to take that planning to another level. What we do is take a global view of your financial situation. We work on a cross-disciplinary basis, not just in a legal, accounting, insurance, real estate, or investment perspective, but across the board. This process allows us to identify coordination gaps as well as missed financial planning opportunities. Our clients have told us that the difference between having their work done, and having it done as well as possible, has meant greater confidence and clarity in their financial plan, and the priceless sense of security that comes from achieving their financial objective. 

Private Wealth Planning

Private Wealth Planning

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Business Owner Planning

Business Owner Planning

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<p>Retiree Health Care Coverage Overseas</p>

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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<p>Tax Deductions You Won't Believe</p>

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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<p>Retirement Seen Through Your Eyes</p>

Retirement Seen Through Your Eyes

What your life will look like after you leave work.
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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.