Our Services
Tax Management
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Review current and future tax situations
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Uncover opportunities to save taxes or defer taxation
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Develop strategies to cover future tax liabilities
Investment Planning
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Review and assessment of current investment portfolio(s) held at other institutions to determine if there are opportunities to enhance your financial potential.
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Establishment of investment objectives
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Asset allocation strategy and security selection
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Portfolio design and security selection
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Investment management and advice
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Selection and monitoring of investment managers
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Portfolio review and rebalancing
Retirement Planning
Legacy Planning
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Assess current and potential estate value
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Determine obligations (debts, dependents, taxes, probate costs)
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Identify estate planning issues and opportunities
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Devise strategies to fund obligations and wishes
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Business succession planning
Income and Asset Protection
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Income continuance planning (life and disability insurance)
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Develop asset protection strategies (mortgage, life, business continuation and critical illness insurance as well as insurance for estate planning)
Credit and Banking Strategies
Philanthropy