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2. Benefit from a Proven Process

Integrated: Includes financial, estate, philanthropic, insurance, investment and life planning
Fee-based: Advisors provide wisdom, not just commodities
Tactical or Comprehensive: Simple or thorough, depending on client need
High-Tech: New efficiencies add value to the planning process

Wealthy individuals appreciate how the Family Office Services process offers a broad array of integrated services. We provide one-stop access to vision-inspired 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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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.