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Services

Building strong foundations together
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FOUNDATIONAL ADVICE

  • Risk management for insurance needs

  • Retirement goal tracking

  • Asset allocation

ADVISORY RELATIONSHIP

  • Commission-based non advisory accounts

  • Fee-based advisory accounts

  • Portfolio analysis

  • Targeted strategies

  • Market updates

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FINANCIAL MANAGEMENT OVERSIGHT (FMO)

  • Net worth review

  • Cash flow management

  • Protection review

  • Basic estate planning strategies

  • Cash reserve strategies

  • Major purchase planning

  • Near retirement analysis

  • Employee benefits

  • 401(k) review

  • Education planning

  • Retirement savings strategies

  • Tax planning strategies

Business Planning

Offering a systematic approach to safeguarding business success

Our Approach

Initial Consultation

  • Understand your business

  • Analyze financial opportunities

  • Learn vision for your company

Business Analysis

  • Work in partnership with your CPA & Legal team to evaluate benefits and tax situation(s)

  • Review retirement benefits for your business

Cash Flow Analysis

  • Review financial statements

  • Identify inefficiencies

  • Maximize business cash flow

Risk Management

  • Review protection strategies including liability, insurance, and buy/sell agreements

  • Ensure your company isn't vulnerable to contingencies

Advise & Monitor

  • Present specific recommendations

  • Utilize team approach to implement strategies with tax and legal advisors

  • Monitor and evolve plan as business grows

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