TAXES

Taxes impact how you develop and execute your financial plan. We work throughout the year with you and your tax consultant to understand your complete tax picture and help ensure your liabilities are minimized and your deductions maximized. We research and consult, providing insight into tax implications of investment decisions on corporate, foundation, estate planning, marital agreement, and other wealth management issues.

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RISK MANAGEMENT

Planning for the unexpected is one of the most difficult & important aspects of wealth management. We work in tandem with top insurance specialists & providers to minimize your risk & protect your assets. We focus on life, health disability, property & casualty.