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Client Centered

As Certified Financial Planner (CFP®) practitioners, we have extensive knowledge in various aspects of all financial planning areas. These areas are inclusive of the following:

  • General Principles of Finance and Financial Planning
  • Employee Benefits Planning
  • Estate Tax, Gift Tax, and Transfer Tax Planning
  • Investment and Securities Planning
  • State and Federal Income Tax Planning
  • Asset Protection Planning
  • Retirement Planning
  • Estate Planning
  • Financial planning and consulting
  • Insurance Planning

And more. Additionally, being that we are independent, we do not have proprietary products to sell or sales quotas to meet.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  847.512.8820