I take the time to get to know each client and discover objectives. We have an in-depth conversation about risk and plans for retirement to include desired income. Our office will assemble a statement of holdings grouped in the categories of growth, income, and safety. We also review insurance and annuity holdings to evaluate consistency with client objectives as well as estate planning documents and desires. Simply stated, our approach is common sense driven recommendations to accomplish client objectives. Given time to assemble all the information, a second meeting is scheduled to present recommendations and action steps. Our tax practice resources are available to measure the efficiency of our work so that tax exposure is minimized.

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