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Financial Planning |
| Creating an objective, comprehensive financial roadmap for your future . |
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Money Mindset |
| Asking the important questions to discover your money mindset so we can create strategies that work for your needs, goals, and dreams. |
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Family Wealth Transfer |
| Designing financial and communication paths for successful wealth succession. |
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Major Life Transitions |
| Helping you navigate through a loss of a spouse, a divorce, having children or grandchildren. |
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Portfolio Management |
| Building a thoughtful, risk managed, low cost and globally diversified portfolio investment with no conflicts of interest. |
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Executive Compensation |
| Creating a game plan to optimize company stock and related compensation structures. |
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Estate Planning Strategies* |
| Working with your estate attorney to review and coordinate your estate plan. |
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Tax Management Strategies* |
| Working with your CPA to review and coordinate your tax planning. |
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Strategic Philanthropy |
| Identifying what’s important to you and designing strategies to make an impact. |
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Family Meetings |
| Facilitating communicating your values to foster clear and collaborative relationships around wealth succession. |
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Business Succession Planning |
| Evaluating optimal financial strategies to transition from your business to a new chapter in life. |
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Retirement Transitions |
| Creating a clear plan to be confident your financial independence will last. |
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Coordination of Your Professional Team |
| Quarterbacking your team of professionals to ensure everyone is on the same page with what serves your best interests. |
