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CREATING VALUE FOR GENERATIONS

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Investment Planning

An investment plan tailored to your objectives and goals. Unbiased and independent approach to selecting investments.

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Portfolio Management

Global, multi-asset, diversified portfolios that balance risk and return. Strategically designed to adapt to changing markets. Low cost and tax-efficient.

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Client Portal Technology

Web-based client portal. See all of your accounts in one, secure place. View live reports including balances, performance, allocation and holdings.

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Planning For Accumulators

Optimized retirement savings plans. Savings rate analysis. Manage cash flow and budgeting. Examine debt financing strategies. Develop college savings strategies. Evaluate insurance need and sufficiency.

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Retirement Planning

Retirement income planning. Sustainable withdrawal rate analysis. Optimize social security strategies. Net worth and cash flow projections. Tax planning strategies. Help determine and develop an efficient estate plan.

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Dynamic Planning Software

Financial planning software that is both cash flow and goals-based.  Accommodates all types of client situations from simple to complex.  Detailed cash flow engine, advanced estate planning and detailed tax analysis.

Sound Money

Insights on Investing, Financial History, Global Markets, and Financial Education