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Focused Planning

With over 100 years of combined experience, we are prepared to guide our clients through many challenges to include:

  • Working with professionals in various industries in need of advanced planning strategies including dentists, physicians, pharmacists, attorneys, chiropractors, optometrists/ophthalmologists, real estate professionals, local corporations, and small business owners, to name a few.
  • Providing Pre-Retirees/Retirees with the strategies needed to allow for enjoyment of their money.
  • Providing strategies and empowering individuals to make difficult, financial decisions as they consider, or are going through, the divorce process.
  • Assisting families with special needs children, identifying financial goals and objectives, and then providing them with tailored strategies.

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