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Wealth Advisory Services

After our group gets to know you, your family, evaluate your risk, time horizon and current investments, we together customize a strategic portfolio to meet your short, medium and long term goals.  Our group does not use a “cookie cutter” strategy, you will receive a custom tailored portfolio that you understand, be comfortable with (in good times and bad) and that will ultimately catapult you to your specific objectives.

 

Financial Strategies and Goals Based Planning

This is typically the first step in our process.  We need to know all about YOU!  During these stages we will discuss your current plans, achievements, shortfalls,  tax situation, cash flow, etc.  This helps us to create our “game plan” and allows us to customize a portfolio of investments.

 

Life Event Solutions

We are there to help you succeed through whatever life throws at you.  Whether you are buying a new home, inherited assets, starting a family, are opening a business or changing jobs, we are here to help ensure your transition is seamless financially.  Through our custom plans and projections, we can show you both sides of your transition.

 

Multigenerational and Legacy Planning

You have done it!  You have gotten to a financial place where you are ready to think about the next generations.  Congratulations!  However, this step requires a great deal of attention to make sure your plans are executed as you planned.  Whether you are considering gifting assets, donating funds, creating a trust or just want to go through how it will look if you are no longer here, we are here to design the plans and institute them in a way that you understand and that is the most effective and efficient.

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."