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OUR HISTORY

   We have been members of the International Association of Financial Planners with 40 years experience.

    We have evolved as a total, comprehensive financial planning network using CPA’s, estate planning attorneys, stock brokers, realtors, trust advisors and banking institutions to round out your total estate planning. These are professionals that we have interviewed over the last fifteen years that are willing to work as a team for the benefit of our clients. We encourage our client’s current advisors to join the network.

   

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  1. Risk Management

  2. Estate Planning

  3. Tax Planning

  4. Investment and Property Management

  5. Retirement Planning

    In a total comprehensive financial planning format we utilize the College for Financial Planning out of Denver, Colorado. We implement their methods and techniques by  gathering our clients’ information, identifying their objectives,  and analyzing their portfolios that may include:

   We compile this information through a coordinated effort on behalf of our network of professionals. We then develop and implement a plan to your suitability. We periodically review and revise your plan through a state of the art information retrieval system.

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