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Available Services

Portfolio Management

Financial Planning

Concierge Introductions

  • Portfolio management of taxable, tax-free (IRAs), trust accounts, 401k, 403b, and TSP (government savings) plans

  • Ongoing risk-management of all accounts

  • Tax sensitivity analysis 

  • In-depth "living" financial plan and online accessibility 

  • Scenario "what if" analysis

  • Integration with real estate, insurance, and generational planning strategies

  • Introductions to:

    • CPAs​

    • Realtors

    • Estate-Planning Attorneys


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