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Integrated Wealth Management Services

Goals Review & Communication

  • Clarify recent capital market events and how they might affect the probability of achieving the clients goals

  • Open and objective communication to discuss concerns with client’s

  • Newsletter to keep clients apprised of the most current planning options

  • Special reports on how to reduce clients taxes and other important topics

  • Review meaningful changes in client’s life

Investment Services

  • Review your investments and design a personalized portfolio appropriate to your needs

  • Year-long, continual monitoring of your investments

  • Quarterly performance reporting

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Tax Planning

  • Recommendations of tax solutions including tax advantaged, tax free, tax deductible, and tax deferred investments

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Retirement Planning

  • Analysis of your income needs now and in the future

  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living

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Estate Planning

  • Assistance in transferring assets to your Living Trust or other trusts

  • Independent corporate trustee services

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