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Where does your retirement money come from? If you’re like most people, it comes from qualified retirement plans, Social Security, personal savings, and investments. Some may have a pension.

How confident are you that your resources will allow you to maintain the quality of life you desire for the rest of your retirement—especially as your spending changes over time?

What about providing an inheritance to your descendants? Is that an important factor in your financial decisions? Depending on the kind of inheritance (money, property, or other assets), there can be different tax situations. Based on where they live, the recipient’s tax situation can change as well. It is imperative that you have a professional on your side to guide you through it all.

We can help with:<br/>

We can help with:

  • Money and asset management in retirement
  • Goal monitoring
  • Preparation for a loved one’s death
  • Estate planning, including inheritance
  • Selling a business
  • Major purchases and sales
  • Philanthropic giving
  • Determining who will manage your financial affairs if you become unable to do so
  • Specialty planning

Tell Us How We Can Help You Today

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