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Effective financial planning requires an experienced financial planner to draw upon their knowledge of and experience in key financial disciplines to create a uniquely customized wealth management strategy for you and/or your family. None of these key components should be considered individually but, rather integrated into a cohesive, dynamic plan that changes and adapts as your life circumstances change, thus enabling you to achieve greater financial confidence.

The key financial disciplines are:

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As necessary, we can go to my network of trusted advisors in the following areas: health insurance, property and casualty insurance, mortgages, real estate sales, banking, entrepreneurial and business coaching, estate and trust attorneys, and international tax specialists.