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2. Benefit from a Proven Process
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Integrated: Includes financial, estate, philanthropic, insurance, investment and life planning
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Fee-based: Advisors provide wisdom, not just commodities
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Tactical or Comprehensive: Simple or thorough, depending on client need
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High-Tech: New efficiencies add value to the planning process
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Wealthy individuals appreciate how the Family Office Services process is unique. We provide one-stop access to purpose-driven, integrated, fee-based, tactical, comprehensive, and high-tech planning.
The title "Analyst" typically refers to an adviser who has an Investment Advisory Representative or CPA credential. Not all members of our firm are IARs or CPAs. Nor do all members of our firm offer all of the services listed on this page.
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