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We help business owners, executives, doctors, attorneys, and entrepreneurs understand and manage their financial affairs. We start by asking a simple question. What is important to you? We will then discuss your goals, hopes, fears, and family preferences. Next, we discuss what types of investments we can utilize, and how they work together to help create a sound financial foundation for you and your family. Our third step is to construct a detailed investment policy statement, which outlines the investment goals you wish to accomplish, paying particular attention to protecting your assets during time of extreme market volatility. Finally, on a regular basis, we review your personal situation to address any changes that present themselves and review your portfolio to help ensure we are on a successful path. Specialties: Tax Management, Tax Planning, Company Retirement Plans, Macroeconomics, Risk and Volatility Management, Investment Manager Selection, Investment Management, Portfolio Construction, Needs Analysis, Financial and Income Planning, Succession and Estate Planning, Production and More......