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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

Perspective on Money, Credit, & Financial Markets