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Estate Planning

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  • February 12, 2016

Many people believe they don’t need estate planning because they think they don’t have an estate. Or they think the value of their estate is not great enough to cause estate taxation, so what’s the point?

Trust Services

Long-term care involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own.

Retirement Planning

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  • February 11, 2016

It’s not going to be your parents’ retirement – rewarded at 65 with a gold watch, a guaranteed pension, and health insurance for life. For many peoples, retiring in this new century is a mystery.

Wealth Management

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  • February 11, 2016

I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution’s financial future.