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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
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A powerful, personal CFO model that puts your goals first and builds financial fitness.
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No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
We all know that to grow, organizations have to take risks. But it’s how they navigate those risks that separates best-in-class organizations from others.
This series is designed for growth-minded executives in any industry who take calculated risks to make their businesses better.
September defied its reputation for being a notoriously
bad month for stocks, with most of the major indices achieving gains,
capping a third quarter that was broadly positive for equities.
The final estimate of Q2 GDP indicated that the economy
grew at a moderate 1.4% rate, well below initial expectations at the
beginning of the quarter. However, consumer spending surged by 4.3%
(annualized) during the quarter.
Over the last several months, plan participants of the 403(b) or 401(k) plans of many not-for-profit institutions filed class action lawsuits against their respective retirement plans, alleging excessive fees and mismanagement of retirement assets by the plan sponsor.