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Tactical Plan

In situations that require a focus on a specific issue, a singular Tactical Plan can achieve significant planning benefits. After we identify your key planning goals, we evaluate the appropriate strategy or combination of strategies to address your objectives. Family Office Services works with a broad array of available wealth strategies to produce the desired results for clients.

Each Tactical Plan includes instructive charts and implementable steps showing how we can help you achieve your desired goals.
A Tactical Plan:

Focuses on a specific strategy
Illustrates how the proposed plan improves your current situation
Achieves the goals most important to you - cost effectively
Easily upgraded into a comprehensive plan

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.