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Elevated Financial Planning

Goal Based Financial Planning

Goal Based Financial Planning

Which would you rather feel sitting down to take a big test: worried because you haven't studied at all, or confident because you have reviewed the material and understand the major concepts. Our goal is to make our clients "ace" their financial goals exam. By using industry leading technology, along with a deep understand of a clients wishes and desires, we work together to create the financial freedom and fulfillment each household we work with deserves. 

Tax Planning

Tax Planning

There are four places your dollars are going:

·You
·Your Family 
·Charity
·The Government

Which option would you like to get the least amount of your hard earned money? With proper tax planning, we make sure clients are not "over tipping" the IRS. Tax avoidance is illegal, and something we DO NOT promote. But simple mistakes can create unwanted higher tax bills. We work with our clients to make sure the biggest expense over your lifetime is being planned for properly and not just discussed in April of every year. 

Estate Planning

Estate Planning

Having a proper estate plan in one of the most overlooked components in one’s financial picture.
Without the proper documents in place, all of your "stuff" can end up in the wrong hands. Surviving family members could spend unwanted time, costs, and emotions dealing with the probate process. Whether it's a simple will, or a more complex trust structure, we have the resources to give clients the confidence and piece of mind for their estate affairs. Use the link below to take a quick stress test that assess the amount of stress that would be placed on your loved ones in your current estate set up. 

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.