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Individuals and Families

Individuals and families face a myriad of decisions concerning how their resources are deployed and invested. We understand that each individual and each family has distinctive values, priorities, and ideas of what success – and significance – mean.

Our approach for these clients is to join their professional advisory team and collaborate toward a common goal.  This includes their accountant and attorney, as well as other important decision makers or even representatives from the charities they support.

Areas of Concern for Individuals and Families:

  • Understanding and Managing Investment Risk
  • Reducing /Managing Income Taxes
  • Impacting Heirs Based on Decisions Made Today
  • Leaving a Legacy
  • Having Adequate Medical Coverage
  • Prospect of Outliving Money
  • Planning for the "What Ifs"
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