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Personal Finance

“Practice objective: help you identify, prioritize, and realize your financial objectives.”

Our personal finance practice centers around financial planning. Financial planning is a process that defines financial objectives and creates, implements, monitors, and adjusts a plan to achieve such objectives.

We help individuals plan for retirement and death. After outlining the professional relationship, the parties gather data and identify financial objectives. We analyze this data to determine current position in comparison to these objectives. Next, we create and present a custom plan. If acceptable, the parties implement this plan. Periodically, performance is evaluated. If necessary, the plan or objectives are adjusted to ensure realization.

Wealth Services
Tax Preparation

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