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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.
Plante Moran Financial Advisors Partners Mark Dixon and Susan Shoemaker write for Chief Executive Magazine about the risks and costs that can lurk in your firm's sponsorship of retirement benefits plans. Read the piece to see the ten questions to ask your teams that oversee your benefits plans, to make sure you are on solid ground with your fiduciary responsibilities under ERISA.
Jim Baird, PMFA Chief Investment Officer discusses highlights from the firm's July Market Perspectives.
Global markets reacted to the latest developments in the ongoing Greek debt
situation at the end of June, as the country missed an IMF payment and
concern over a potential default grew.
The most recent report on Q1 GDP suggests the
economy contracted at a 0.2% annualized rate
during the quarter. Factors contributing to the
contraction, including the winter weather and port
strikes on the West Coast, appear to be transitory
in nature as preliminary data for second-quarter
growth suggests the economy should rebound.