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Investment management/wealth management services – we can manage the funds ourselves and/or we use some of the top investment managers in the country.
Retirement/financial plans – we are with you step-by-step to implement the plan.
Business succession/exit planning – we strategize with your team to help you maximize the net after-tax proceeds you receive after selling your business. After all, it’s not what you sell your business for that matters – it’s what you get to keep after taxes.
401(k)s, IRAs, retirement plans, and defined benefit pension plans – we set up the accounts to help with tax reduction strategies.
Finance organization – we are at clients’ homes copying, scanning, filing, and shredding so that every financial document is in its proper place.
Risk management/insurance analysis – we work with you to ensure that your loved ones are protected.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: California, Michigan, Oregon, and South Carolina. Securities offered through Securities Service Network, LLC., Member FINRA/SIPC. Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of California, Michigan, Oregon, and South Carolina.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.