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Financial Planning

Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources and a proactive stance in serving each client's needs.

A few of the financial planning services we provide include:

♦ Retirement Planning

♦ Estate and Business Succession Planning (including analysis and evaluation of Buy-Sell and Shareholder/Partner Agreements)

♦ Real Estate Investment Analyses and Feasibility Studies

♦ College Tuition Financial Planning

♦ Buy or Lease Analysis

♦ Budgeting