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Our Services

Your financial life encompasses much more than your financial plan. We are able to help you in a number of additional areas, including:

  • Cash flow and budgeting help to keep you on track
  • Strategies for minimizing taxes, so you keep more of what you make.
  • Advice on major purchases such as homes, vacation homes and cars.
  • Charitable giving strategies to benefit the causes that are important to you.
  • Planning for college, whether it’s for your own kids or your grandkids.
  • Retirement income planning that meets your income needs.

Connecting you with trusted professionals, such as certified public accountants and attorneys, who can help you with your accounting; create estate plans and trusts; and provide other services as needed.