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Affluent Families

Client Centered

Taking care of spouses, children, and other loved ones is the driving force for many of our clients. Our team has decades of experience helping families develop financial plans and strategies to accomplish these critical objectives.

One of the most common issues that we address with clients is retirement planning, making sure that they are prepared – financially and otherwise – to sustain their lifestyle and find fulfillment after their working career is over. We have published academic research on retirement planning strategies that protect cash flow throughout the retirement lifecycle, but more importantly, we have successfully guided hundreds of families through the process.

We also work with our clients’ advisors to address areas such as estate planning, tax planning, charitable giving, and college savings, so that no detail of their financial situation is overlooked.

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