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Do any of these sound familiar?
You're near retirement and don't want to run out of money
You need to figure out when you can retire, how much you can live on, and how to manage your investments. The idea of creating a retirement paycheck is quite appealing.
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You're compensated with stock or stock options
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...and need help with tax planning as well as financial planning.
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You're facing a major life transition...
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Perhaps your spouse has recently passed away, or you're receiving an inheritance or large gift from your family.
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We work best with clients who:
VALUE FEELING REASONABLY ORGANIZED AND EFFICIENT
MAKE OR SAVE MONEY AS A RESULT OF OUR RELATIONSHIP
UNDERSTAND THE VALUE OF FEELING AND EXPRESSING APPRECIATION FOR ALL THEY HAVE
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