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Our Expertise

Our Expertise is COMPREHENSIVE PLANNING. We encapsulate Five (5) Financial Disciplines that we Deliver Regularly, Communicate Clearly and Service with Integrity. Our Disciplines Include:

Retirement Income Engineering

Life Insurance Planning

ax Reduction Strategies

state Protection / Wealth Transfer

Our Expertise is COMMUNICATION. We are often praised for our ability to Explain and Illustrate your seemingly complicated Investment, Retirement, Insurance, Tax and Estate assets and concerns in the Language that you understand. We understand this this starts with LISTENING.

Our Expertise is CONSOLIDATED REPORTING. We Display, Evaluate, Adjust & Report ALL of your Investment Accounts on ONE PAGE. Values, Performance, Asset Allocation, and Benchmark Comparisons – ALL ON ONE PAGE. This provides you More Time & Assurance in your Life. (Services provided through Albridge Wealth Reporting System / Pershing Bank of New York Mellon).

Our Expertise is SERVICE. Expect regular reporting, calls and emails to remain ahead of market changes and to harness Innovative Planning Techniques and Products that address all of your needs and concerns.

Serving Successful Families Since 1990