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How We Work

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A team approach.

A team of dedicated CERTIFIED FINANCIAL PROFESSIONAL Planners and para-planners, work directly with you on strategy creation. Supported by administrative and para-planning professionals, your financial team is is responsible for:
  • - Creation of financial strategies and recommendations
  • - Creation and monitoring of investment portfolios
  • - Coordinating with activities of other advisors such as retirement plan administrators, accountants and attorneys, mortgage brokers, bankers and other financial professionals
  • - Implementing your investment and insurance strategies in concert with your other advisors
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