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PROFESSIONALS

Professionals are typically between the ages of 35-55, own a home, and are established in their profession.  As their net worth continues to grow, evaluating their employee benefits suite and retirement plan investment options is also deemed important.  College education funding and retirement income planning are paramount.  Various risk management areas are evaluated, including obtaining the proper amount of life and disability insurance.

Annual investment advisory fees are billed quarterly and based upon the account value at the end of each quarter. Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints.

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Investment Management Only

Investment Management & Financial Planning

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