Tax / Estate Planning

As CERTIFIED FINANCIAL PLANNER™ Professionals, we understand how certain decisions will affect the tax and estate planning pieces of your overall financial picture.

We have resources available to better position the tax and estate planning areas of your plan. 

We also offer the ability to coordinate with your tax professional or estate planning attorney regarding your specific situation to ensure we are all working together to create a cohesive and coordinated plan for you and your family.

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