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Inheritance of Money

Not everyone is prepared to come into money suddenly. Did you know the average inheritance only lasts around 18 months? We work with people who have just received an inheritance and we can help guide them to making that money last in a tax-efficient way. 

Retirement Planning, Pre-Retirees, Early Career

Retirement is the long-term financial goal most people have. No matter which stage of life or professional career you are currently at, a comprehensive financial plan can help shape your retirement the way you dream of. Our clients receive a complimentary financial plan to create an overview. We will customize it and add their goals to guide the plan for how to achieve them.

Estate Planning

You have the power to leave behind the legacy you want while you are still here. We work with estate attorneys and accountants to help you plan how your money will be used after you are gone. Do you want to leave behind an inheritance to a family member? Do you want to make a charitable donation to a cause that means something to you? We can help you envision your legacy and make it a reality.

College/Education Planning

We know how important education can be to helping build a future. Whether you are a younger family wanting to start saving early or someone who wants to protect your older children's or grandchildren’s education, we can help you. We specialize in education planning with 529 College Savings plans.

Are you interested in working with us? Let’s schedule a meeting!

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