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Investment Management
We offer objective, individualized wealth management solutions. Our investment philosophy is to utilize mutual funds and ETFs to provide broad diversification and mitigate market risk.
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Asset Allocation and Analysis
An Asset Allocation review assures that the portfolio is aligned with investment objectives and best positioned to achieve desired returns.
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Tax Planning
Tax Planning is the key to successfully, and legally, reducing your tax liability. We go beyond tax compliance by proactively recommending tax saving strategies to maximize your after-tax income.
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Hourly Consulting
Our relationship begins with a complimentary introductory phone call or face-to-face meeting. When there are just a few issues to work out, we believe our clients are best served with hourly advice and not a significant project engagement fee.