Individuals

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WILL AND ESTATE PLANNING

WILL AND ESTATE PLANNING

We are not attorneys. But then again attorneys are not financial advisors. As part of our services we will review your will and discuss the tax implications related to your estate needs and how this may affect your heirs.

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PERSONAL LIFE EVENTS

PERSONAL LIFE EVENTS

Life event financial planning decisions are often hastily made, emotionally driven and often financially damaging. Reasoned and knowledgeable advice is your best protection against poor decisions based on raw emotions.
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PENSION ANALYSIS

PENSION ANALYSIS

Pensions aren’t what they used to be. Today there are many options that provide great opportunity along with an equal amount of risk. As fee-only advisors we are not paid to sell you a product you may not need or that may expose you to unnecessary risk in order to maximize our own commission. We work for you.
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RETIREMENT PLANNING

RETIREMENT PLANNING

The retirement landscape has changed dramatically over the past few decades. Today it is crucially important to be prepared and understand all the different options along with their benefits and drawbacks. As pension experts we can help you make the best decisions based on your circumstances.
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