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4. Move From Success to Significance

Align financial and legal plans with personal values
Make charitable gifts instead of paying taxes
Involve family members in benefiting the community
Distill passions into a purpose statement that is realized through the integration of any of more than 200 planning tools

Books like Half Time by Bob Buford inspire people to move from success to significance. We distinguish ourselves by offering a process for distilling passions into a purpose statement that is realized through the integration of planning tools.


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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.