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Scope of Service

Scope of Service

Scope of Service

We help our clients through their whole financial journey.  Many of our initial conversations center around investment management, but the main reason our clients hire us is what we do around financial planning:

- Investment Management and Planning

- Tax Planning

- Estate Planning 

- Benefits Elections

- Insurance

- Debt Reduction/Payoff

- College Planning

- Retirement Planning

- Social Security Strategies

- Medicare and Health Insurance Strategies

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