Wealth Management
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Personal Financial Planning

Building and preserving your personal wealth requires specialized attention. Our Personal Financial Planning services provide you one-on-one guidance and a comprehensive financial plan designed for you. A plan designed to help you reach the major milestones like college and retirement without overlooking the smaller details like buying a new car or taking a dream vacation.

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Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

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Daily Money Management

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.