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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.
Outside of small caps, domestic equities enjoyed another positive month as the broad market added 1% in May. Year to date, all major equity indices remain in positive territory.
Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
As pundits were analyzing President Trump's first 100 days, news was breaking rapid-fire: the dismissal of former FBI director Jim Comey, the president giving classified information to Russian diplomats, the appointment of a special counsel to investigate. Multiple storylines have continued to unfold; it's hard to keep up.
As a business owner, you want to ensure the growth, success, and sustainability of your company. Your best ally in pursuit of these goals is your employees, and additional incentives can help reward key staff for their performance and encourage their ongoing efforts as you plan for the future.