My focus is optimizing your finances so that you keep more of your hard-earned money and pay less tax. Our full service practice coordinates your existing relationships with your lawyers and accountants with our expertise in:
1. Estate Planning
2. Tax Planning
3. Risk Management (Including insurance)
4. Tax Efficient Charitable Giving
5. Cash Management
6. Asset Allocation
Allowing us to manage the back-end aspects of your personal finances will provide you with the peace of mind, clarity and control to focus on enjoying your life.
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