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Are You On The Right Track?

Are you exposed to financial, tax and estate plan risks?

Our mission is to preserve financial resources while minimizing tax consequences.

How We May Help You

Estate Planning

Did you know that 2 out of 3 Americans don’t have a will or a trust and the majority of plans in place are outdated? We can help you review the best estate plan options for your family.
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Long Term Care

Statistically, 75% of people over age 65 will need some long-term care. If you get sick and need long-term care tomorrow, would you rather receive care at home or in a facility? Are you positioned to pay for care with tax-free dollars?
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Running out of money is the #1 concern for retirees. We can help you review your exposure to financial perils such as market risk, taxes and out of pocket medical costs.
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Tax Planning

The tax treatment of your retirement income can be a significant factor in your income planning. We can help you review tax-favored retirement options designed to reduce tax consequences in retirement.
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Life Insurance

There are many reasons to own life insurance. When a person passes away and a tax-free life insurance check appears for their heirs, life can carry on for those left behind. We can help you review your best life insurance options.
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Business Solutions

There are several key business planning strategies that are often overlooked due to the daily grind of running a business. We can help review business planning strategies.
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Financial Checkups

  • Retirement Risk Check-Up
  • Is Your Estate Plan Liquid?

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Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

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